数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
117554	行业估值处于历史低位	涨停揭秘：估值处于历史低位叠加自行车出口回暖及珠宝黄金消费复苏双重催化；涨停缘由：行业估值处于历史低位，公司具备自行车、锂电池材料和珠宝黄金三大业务板块；海外自行车订单回升，黄金消费旺季临近，市场期待业务协同效应释放；资金逻辑：ST摘帽预期叠加消费股轮动，资金博弈低位低价标的，成交额显著放大，呈现典型超跌反弹特征；风险提示：主营业务分散，各板块规模较小，缺乏核心盈利支撑，业绩持续性存疑	公司主要业务为自行车、锂电池材料和珠宝黄金业务	2026-03-03\|7.40\|-3.14\|7.60\|7.72\|7.38\|105696;2026-03-04\|7.39\|-0.14\|7.33\|7.46\|7.28\|77252;2026-03-05\|7.37\|-0.27\|7.45\|7.52\|7.34\|73159;2026-03-06\|7.53\|2.17\|7.31\|7.53\|7.28\|66752;2026-03-09\|7.47\|-0.80\|7.50\|7.52\|7.36\|70880;2026-03-10\|7.56\|1.20\|7.50\|7.60\|7.50\|52153;2026-03-11\|7.40\|-2.12\|7.62\|7.62\|7.37\|76876;2026-03-12\|7.22\|-2.43\|7.40\|7.40\|7.18\|82958;2026-03-13\|7.14\|-1.11\|7.19\|7.29\|7.12\|66776;2026-03-16\|7.17\|0.42\|7.10\|7.20\|7.08\|67019;2026-03-17\|7.09\|-1.12\|7.19\|7.24\|7.08\|54830;2026-03-18\|7.17\|1.13\|7.09\|7.22\|7.03\|66841;2026-03-19\|6.98\|-2.65\|7.06\|7.24\|6.94\|116860;2026-03-20\|6.78\|-2.87\|6.93\|7.02\|6.71\|111302;2026-03-23\|6.38\|-5.90\|6.66\|6.71\|6.33\|111428;2026-03-24\|6.67\|4.55\|6.54\|6.68\|6.41\|116092;2026-03-25\|6.83\|2.40\|6.69\|6.84\|6.68\|70970;2026-03-26\|6.71\|-1.76\|6.80\|6.88\|6.68\|54954;2026-03-27\|6.86\|2.24\|6.65\|6.87\|6.62\|52005;2026-03-30\|7.00\|2.04\|6.87\|7.00\|6.78\|78004;2026-03-31\|6.90\|-1.43\|6.98\|7.11\|6.89\|64978;2026-04-01\|6.90\|0.00\|7.00\|7.06\|6.83\|60495;2026-04-02\|6.82\|-1.16\|6.88\|6.92\|6.74\|58539;2026-04-03\|6.57\|-3.67\|6.81\|6.84\|6.55\|45580;2026-04-07\|6.70\|1.98\|6.55\|6.77\|6.55\|50245;2026-04-08\|6.91\|3.13\|6.87\|6.93\|6.80\|54691;2026-04-09\|6.78\|-1.88\|6.91\|6.92\|6.76\|58666;2026-04-10\|6.86\|1.18\|6.80\|6.94\|6.80\|46949;2026-04-13\|6.84\|-0.29\|6.85\|6.90\|6.79\|40259;2026-04-14\|6.84\|0.00\|6.90\|6.90\|6.75\|47979;2026-04-15\|6.78\|-0.88\|6.87\|6.92\|6.75\|59850;2026-04-16\|6.89\|1.62\|6.82\|6.93\|6.75\|74913;2026-04-17\|6.77\|-1.74\|6.90\|6.91\|6.75\|63289;2026-04-20\|6.73\|-0.59\|6.75\|6.77\|6.65\|60257;2026-04-21\|6.50\|-3.42\|6.70\|6.70\|6.41\|134739;2026-04-22\|6.49\|-0.15\|6.48\|6.49\|6.34\|85069;2026-04-23\|6.37\|-1.85\|6.45\|6.48\|6.33\|84054;2026-04-24\|6.35\|-0.31\|6.35\|6.40\|6.22\|69957;2026-04-27\|6.39\|0.63\|6.32\|6.39\|6.15\|81296;2026-04-28\|6.30\|-1.41\|6.33\|6.39\|6.24\|62690;2026-04-29\|6.41\|1.75\|6.30\|6.47\|6.25\|82597;2026-04-30\|6.41\|0.00\|6.39\|6.46\|6.34\|61315;2026-05-06\|6.41\|0.00\|6.46\|6.46\|6.38\|71374;2026-05-07\|6.39\|-0.31\|6.41\|6.56\|6.38\|84179;2026-05-08\|6.43\|0.63\|6.38\|6.45\|6.36\|56719;2026-05-11\|6.36\|-1.09\|6.44\|6.47\|6.32\|70884;2026-05-12\|6.18\|-2.83\|6.35\|6.40\|6.17\|96602;2026-05-13\|6.17\|-0.16\|6.18\|6.21\|6.14\|76677;2026-05-14\|5.97\|-3.24\|6.16\|6.19\|5.96\|91223;2026-05-15\|5.91\|-1.00\|5.93\|6.00\|5.88\|68137;2026-05-18\|5.88\|-0.51\|5.91\|5.92\|5.78\|77263;2026-05-19\|5.91\|0.51\|5.89\|5.99\|5.81\|55533;2026-05-20\|5.77\|-2.37\|5.88\|5.88\|5.72\|53373;2026-05-21\|5.60\|-2.95\|5.81\|5.86\|5.58\|68503;2026-05-22\|5.71\|1.96\|5.61\|5.72\|5.56\|63963;2026-05-25\|5.65\|-1.05\|5.70\|5.78\|5.62\|58939;2026-05-26\|5.56\|-1.59\|5.62\|5.65\|5.47\|62306;2026-05-27\|5.40\|-2.88\|5.53\|5.54\|5.36\|69898;2026-05-28\|5.50\|1.85\|5.37\|5.54\|5.35\|71084;2026-05-29\|5.41\|-1.64\|5.53\|5.54\|5.37\|66294;2026-06-01\|5.57\|2.96\|5.38\|5.61\|5.33\|84192;2026-06-02\|5.47\|-1.80\|5.57\|5.57\|5.37\|74306;2026-06-03\|5.37\|-1.83\|5.51\|5.54\|5.34\|74764;2026-06-04\|5.25\|-2.23\|5.35\|5.39\|5.21\|66458;2026-06-05\|5.32\|1.33\|5.24\|5.41\|5.21\|92131;2026-06-08\|5.05\|-5.08\|5.28\|5.31\|5.00\|97345;2026-06-09\|5.12\|1.39\|5.10\|5.17\|5.02\|85672;2026-06-10\|5.05\|-1.37\|5.12\|5.14\|4.99\|69296;2026-06-11\|5.02\|-0.59\|4.98\|5.04\|4.90\|72597;2026-06-12\|5.14\|2.39\|5.06\|5.21\|5.00\|92271;2026-06-15\|5.19\|0.97\|5.16\|5.34\|5.13\|78920;2026-06-16\|5.27\|1.54\|5.16\|5.35\|5.02\|114121;2026-06-17\|5.16\|-2.09\|5.27\|5.28\|5.12\|76101;2026-06-18\|5.15\|-0.19\|5.16\|5.23\|5.01\|63642;2026-06-22\|5.23\|1.55\|5.16\|5.24\|4.93\|87832;2026-06-23\|5.29\|1.15\|5.20\|5.42\|5.13\|109542;2026-06-24\|5.22\|-1.32\|5.28\|5.33\|5.16\|81871;2026-06-25\|5.12\|-1.92\|5.23\|5.26\|5.04\|71157;2026-06-26\|5.05\|-1.37\|5.07\|5.19\|4.94\|95454;2026-06-29\|5.56\|10.10\|5.09\|5.56\|4.87\|215093;2026-06-30\|6.12\|10.07\|5.61\|6.12\|5.60\|305007;2026-07-01\|6.08\|-0.65\|6.06\|6.29\|5.92\|286145;2026-07-02\|6.00\|-1.32\|6.08\|6.34\|5.96\|204427;2026-07-03\|6.09\|1.50\|6.02\|6.25\|6.00\|159698;2026-07-06\|6.03\|-0.99\|5.96\|6.14\|5.96\|119712;2026-07-07\|6.03\|0.00\|6.01\|6.10\|5.77\|147799;2026-07-08\|6.06\|0.50\|6.00\|6.24\|5.94\|154398;2026-07-09\|6.55\|8.09\|6.01\|6.67\|5.92\|398736;2026-07-10\|5.99\|-8.55\|6.23\|6.28\|5.90\|331905
117553	行业估值处于历史低位	涨停揭秘：行业估值处于历史低位叠加暑期照明需求升温，LED道路照明订单预期改善；涨停缘由：大消费板块整体估值修复，公司深耕大功率LED照明二十余年，产品覆盖道路、隧道等刚需场景；近期多地启动城市更新及智慧路灯改造项目，带动订单预期回暖；资金逻辑：板块资金回流明显，多只消费股同步异动，勤上股份换手率放大，显示低位筹码松动与抄底资金介入；风险提示：公司近年盈利承压，营收增长乏力，缺乏明确新增长极，反弹持续性存疑	公司深耕大功率LED照明二十余年，产品覆盖道路、隧道、景观等场景	2026-03-03\|3.18\|1.92\|3.18\|3.35\|3.12\|810924;2026-03-04\|3.21\|0.94\|3.19\|3.25\|3.13\|476096;2026-03-05\|3.46\|7.79\|3.25\|3.53\|3.23\|1442530;2026-03-06\|3.58\|3.47\|3.52\|3.60\|3.37\|1185326;2026-03-09\|3.60\|0.56\|3.59\|3.65\|3.45\|956868;2026-03-10\|3.77\|4.72\|3.65\|3.80\|3.62\|804729;2026-03-11\|4.09\|8.49\|3.76\|4.14\|3.72\|1341943;2026-03-12\|4.24\|3.67\|4.10\|4.28\|4.04\|1454712;2026-03-13\|4.10\|-3.30\|4.16\|4.27\|4.00\|1080394;2026-03-16\|4.03\|-1.71\|4.16\|4.19\|3.96\|810396;2026-03-17\|4.10\|1.74\|4.06\|4.25\|4.03\|786976;2026-03-18\|4.23\|3.17\|4.13\|4.25\|4.05\|731739;2026-03-19\|3.97\|-6.15\|4.28\|4.38\|3.90\|1379197;2026-03-20\|3.77\|-5.04\|4.05\|4.09\|3.75\|1103118;2026-03-23\|3.84\|1.86\|3.70\|4.00\|3.65\|1006376;2026-03-24\|4.05\|5.47\|3.92\|4.06\|3.80\|695708;2026-03-25\|4.21\|3.95\|4.09\|4.22\|4.04\|629400;2026-03-26\|4.18\|-0.71\|4.22\|4.38\|4.16\|637952;2026-03-27\|4.42\|5.74\|4.18\|4.60\|4.09\|1286452;2026-03-30\|4.31\|-2.49\|4.35\|4.40\|4.13\|958974;2026-03-31\|4.23\|-1.86\|4.32\|4.41\|4.22\|523332;2026-04-01\|4.34\|2.60\|4.32\|4.40\|4.19\|534901;2026-04-02\|4.25\|-2.07\|4.30\|4.32\|4.15\|514712;2026-04-03\|4.11\|-3.29\|4.28\|4.30\|4.09\|376484;2026-04-07\|4.19\|1.95\|4.14\|4.27\|4.09\|430713;2026-04-08\|4.36\|4.06\|4.23\|4.37\|4.22\|498319;2026-04-09\|4.26\|-2.29\|4.31\|4.39\|4.20\|420494;2026-04-10\|4.27\|0.23\|4.23\|4.38\|4.18\|525231;2026-04-13\|4.51\|5.62\|4.21\|4.54\|4.10\|945544;2026-04-14\|4.71\|4.43\|4.60\|4.94\|4.53\|1255350;2026-04-15\|4.73\|0.42\|4.68\|4.80\|4.60\|665251;2026-04-16\|4.74\|0.21\|4.75\|4.80\|4.60\|548800;2026-04-17\|4.69\|-1.05\|4.74\|4.78\|4.65\|459748;2026-04-20\|4.53\|-3.41\|4.64\|4.69\|4.47\|506132;2026-04-21\|4.49\|-0.88\|4.52\|4.53\|4.41\|375717;2026-04-22\|4.48\|-0.22\|4.53\|4.56\|4.40\|372066;2026-04-23\|4.33\|-3.35\|4.48\|4.49\|4.30\|437776;2026-04-24\|4.48\|3.46\|4.28\|4.53\|4.22\|433157;2026-04-27\|4.55\|1.56\|4.53\|4.58\|4.43\|373492;2026-04-28\|4.56\|0.22\|4.55\|4.65\|4.47\|341762;2026-04-29\|4.44\|-2.63\|4.56\|4.63\|4.42\|479751;2026-04-30\|4.68\|5.41\|4.45\|4.75\|4.41\|664738;2026-05-06\|4.72\|0.85\|4.74\|4.81\|4.61\|477898;2026-05-07\|4.70\|-0.42\|4.71\|5.17\|4.70\|915550;2026-05-08\|4.82\|2.55\|4.69\|4.90\|4.56\|687430;2026-05-11\|4.79\|-0.62\|4.82\|4.89\|4.54\|820105;2026-05-12\|4.64\|-3.13\|4.88\|4.88\|4.61\|444726;2026-05-13\|4.83\|4.09\|4.61\|4.89\|4.60\|712070;2026-05-14\|4.55\|-5.80\|4.85\|4.89\|4.48\|745878;2026-05-15\|4.43\|-2.64\|4.55\|4.66\|4.39\|540924;2026-05-18\|4.50\|1.58\|4.36\|4.66\|4.25\|542164;2026-05-19\|4.34\|-3.56\|4.50\|4.55\|4.28\|404081;2026-05-20\|4.46\|2.77\|4.38\|4.58\|4.30\|469950;2026-05-21\|4.25\|-4.71\|4.47\|4.52\|4.24\|463824;2026-05-22\|4.34\|2.12\|4.24\|4.41\|4.13\|381749;2026-05-25\|4.29\|-1.15\|4.34\|4.45\|4.27\|353561;2026-05-26\|4.29\|0.00\|4.30\|4.35\|4.17\|334076;2026-05-27\|4.52\|5.36\|4.27\|4.70\|4.22\|934455;2026-05-28\|4.62\|2.21\|4.50\|4.65\|4.43\|613315;2026-05-29\|4.54\|-1.73\|4.62\|4.71\|4.27\|744008;2026-06-01\|4.55\|0.22\|4.50\|4.78\|4.49\|752890;2026-06-02\|4.41\|-3.08\|4.54\|4.57\|4.33\|413338;2026-06-03\|4.46\|1.13\|4.40\|4.50\|4.34\|328032;2026-06-04\|4.41\|-1.12\|4.44\|4.47\|4.37\|267775;2026-06-05\|4.31\|-2.27\|4.41\|4.51\|4.28\|368322;2026-06-08\|4.18\|-3.02\|4.15\|4.35\|4.10\|279526;2026-06-09\|4.17\|-0.24\|4.23\|4.25\|4.10\|234843;2026-06-10\|4.01\|-3.84\|4.17\|4.17\|3.92\|367639;2026-06-11\|4.16\|3.74\|3.98\|4.24\|3.91\|409832;2026-06-12\|4.03\|-3.12\|4.22\|4.23\|4.03\|261570;2026-06-15\|4.09\|1.49\|4.01\|4.10\|3.97\|442096;2026-06-16\|4.09\|0.00\|4.08\|4.14\|4.03\|359886;2026-06-17\|3.98\|-2.69\|4.08\|4.10\|3.93\|488399;2026-06-18\|4.08\|2.51\|3.98\|4.17\|3.87\|456577;2026-06-22\|3.91\|-4.17\|4.02\|4.12\|3.84\|514233;2026-06-23\|3.96\|1.28\|3.90\|3.98\|3.88\|309818;2026-06-24\|3.96\|0.00\|3.94\|4.00\|3.87\|386307;2026-06-25\|3.84\|-3.03\|3.96\|4.11\|3.80\|566852;2026-06-26\|3.65\|-4.95\|3.84\|3.84\|3.61\|426306;2026-06-29\|4.02\|10.14\|3.64\|4.02\|3.62\|780591;2026-06-30\|4.42\|9.95\|4.28\|4.42\|4.28\|217721;2026-07-01\|4.38\|-0.91\|4.42\|4.49\|4.28\|1031570;2026-07-02\|4.11\|-6.16\|4.32\|4.35\|4.00\|842396;2026-07-03\|4.01\|-2.43\|4.18\|4.22\|4.01\|364318;2026-07-06\|3.90\|-2.74\|4.06\|4.10\|3.85\|354626;2026-07-07\|3.87\|-0.77\|3.86\|3.96\|3.76\|253987;2026-07-08\|3.70\|-4.39\|3.86\|3.87\|3.68\|264301;2026-07-09\|3.84\|3.78\|3.70\|3.91\|3.69\|287574;2026-07-10\|3.88\|1.04\|3.80\|3.93\|3.75\|295754
117552	行业估值处于历史低位	重组胶原蛋白+大单品+H股上市行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年5月6日一季度业绩交流会，公司重组胶原蛋白技术已迭代至3.0阶段，创新添加“IV型+VII型”新型重组双胶原，形成功效更全面的“多胶原”复合体系；公司已构建从研发到量产的制药级全链路自主可控体系。 2、据2026年5月6日一季度业绩交流会，2026年Q1公司线上自播业务同比增长约75%，自播与达播比例优化至6：4；丸美品牌小红笔眼霜、小金针次抛精华等四大单品及三大套组合计占线上GMV近70%，大单品策略深化。 3、据2025年11月13日公告，公司拟首次公开发行H股并申请在香港联交所主板上市，以增强境外融资能力、加快国际化战略。	公司主营化妆品，首推全人源胶原蛋白，适用于医美术后修复等多种护肤场景	2026-03-03\|29.04\|-1.06\|29.41\|29.63\|28.91\|24602;2026-03-04\|28.18\|-2.96\|28.75\|29.12\|28.08\|21478;2026-03-05\|28.15\|-0.11\|28.48\|28.53\|27.92\|20424;2026-03-06\|28.40\|0.89\|28.13\|28.43\|27.99\|16607;2026-03-09\|27.90\|-1.76\|28.20\|28.30\|27.68\|22186;2026-03-10\|28.25\|1.25\|28.02\|28.30\|27.85\|20860;2026-03-11\|27.88\|-1.31\|28.23\|28.30\|27.85\|23024;2026-03-12\|27.35\|-1.90\|27.88\|27.88\|27.01\|27384;2026-03-13\|27.44\|0.33\|27.21\|27.76\|27.15\|21155;2026-03-16\|27.91\|1.71\|27.45\|27.95\|27.30\|20549;2026-03-17\|27.85\|-0.21\|27.87\|28.14\|27.73\|15440;2026-03-18\|27.62\|-0.83\|27.80\|28.04\|27.46\|15114;2026-03-19\|26.91\|-2.57\|27.46\|27.55\|26.78\|18674;2026-03-20\|26.81\|-0.37\|26.91\|27.24\|26.78\|15157;2026-03-23\|25.59\|-4.55\|26.60\|26.60\|25.40\|28047;2026-03-24\|26.26\|2.62\|25.95\|26.29\|25.72\|16640;2026-03-25\|26.46\|0.76\|26.26\|26.59\|26.15\|13141;2026-03-26\|26.09\|-1.40\|26.44\|26.75\|26.03\|10492;2026-03-27\|26.66\|2.18\|25.80\|26.69\|25.80\|17567;2026-03-30\|26.67\|0.04\|26.50\|26.85\|26.30\|13403;2026-03-31\|26.50\|-0.64\|26.66\|26.98\|26.39\|11935;2026-04-01\|26.11\|-1.47\|26.50\|26.75\|24.88\|52508;2026-04-02\|25.38\|-2.80\|26.01\|26.01\|25.13\|30053;2026-04-03\|24.36\|-4.02\|25.38\|25.38\|24.30\|23533;2026-04-07\|24.31\|-0.21\|24.36\|24.48\|24.07\|13356;2026-04-08\|25.07\|3.13\|24.88\|25.10\|24.71\|21291;2026-04-09\|24.20\|-3.47\|24.96\|24.96\|24.14\|24887;2026-04-10\|24.82\|2.56\|24.20\|25.02\|24.20\|25445;2026-04-13\|24.43\|-1.57\|24.81\|24.81\|24.14\|21291;2026-04-14\|24.59\|0.65\|24.50\|24.61\|24.25\|14034;2026-04-15\|24.70\|0.45\|24.69\|24.95\|24.50\|14650;2026-04-16\|24.84\|0.57\|24.70\|24.86\|24.23\|17997;2026-04-17\|24.59\|-1.01\|24.60\|24.68\|24.35\|14569;2026-04-20\|24.91\|1.30\|24.59\|24.95\|24.46\|21269;2026-04-21\|24.75\|-0.64\|24.97\|25.27\|24.60\|17225;2026-04-22\|24.43\|-1.29\|24.65\|24.77\|24.22\|20461;2026-04-23\|24.82\|1.60\|24.41\|24.98\|24.29\|25928;2026-04-24\|24.93\|0.44\|24.82\|25.33\|24.62\|29624;2026-04-27\|25.31\|1.52\|24.93\|25.72\|24.90\|25442;2026-04-28\|24.65\|-2.61\|25.13\|25.59\|24.55\|29805;2026-04-29\|24.94\|1.18\|24.66\|25.05\|24.60\|19143;2026-04-30\|25.17\|0.92\|24.60\|25.30\|24.60\|22500;2026-05-06\|25.41\|0.95\|25.17\|25.60\|24.91\|28291;2026-05-07\|25.51\|0.39\|25.40\|25.90\|25.23\|24585;2026-05-08\|25.62\|0.43\|25.50\|25.65\|25.37\|20181;2026-05-11\|26.15\|2.07\|25.65\|26.64\|25.10\|43442;2026-05-12\|25.93\|-0.84\|26.00\|26.20\|25.65\|24220;2026-05-13\|25.58\|-1.35\|26.00\|26.00\|25.51\|19466;2026-05-14\|25.29\|-1.13\|25.60\|25.70\|25.10\|17652;2026-05-15\|24.83\|-1.82\|25.29\|25.29\|24.68\|19021;2026-05-18\|24.69\|-0.56\|24.81\|24.94\|24.41\|13992;2026-05-19\|24.87\|0.73\|24.69\|25.10\|24.69\|11656;2026-05-20\|24.26\|-2.45\|24.81\|24.81\|24.11\|18386;2026-05-21\|24.28\|0.08\|24.26\|25.09\|24.20\|23724;2026-05-22\|23.79\|-2.02\|24.45\|24.49\|23.70\|21225;2026-05-25\|23.86\|0.29\|23.71\|23.87\|23.32\|16173;2026-05-26\|23.40\|-1.93\|23.86\|23.86\|23.11\|15539;2026-05-27\|23.42\|0.09\|23.36\|23.53\|22.81\|20173;2026-05-28\|22.68\|-3.16\|23.40\|23.40\|22.50\|16974;2026-05-29\|23.68\|4.41\|22.70\|24.15\|22.48\|37912;2026-06-01\|24.33\|2.74\|23.66\|24.44\|23.49\|26489;2026-06-02\|23.65\|-2.79\|24.00\|24.45\|23.53\|20156;2026-06-03\|23.22\|-1.82\|23.66\|23.68\|22.81\|21872;2026-06-04\|22.74\|-2.07\|23.19\|23.48\|22.57\|14019;2026-06-05\|22.96\|0.97\|22.75\|23.66\|22.75\|20617;2026-06-08\|22.28\|-2.96\|22.52\|23.18\|21.66\|21338;2026-06-09\|21.90\|-1.71\|22.28\|22.46\|21.70\|18634;2026-06-10\|21.87\|-0.14\|21.87\|22.15\|21.50\|12472;2026-06-11\|21.37\|-2.29\|21.83\|21.99\|21.20\|12369;2026-06-12\|22.25\|4.12\|21.30\|22.61\|21.25\|25720;2026-06-15\|22.29\|0.18\|22.25\|22.55\|22.04\|15783;2026-06-16\|22.08\|-0.94\|22.10\|22.36\|22.02\|15728;2026-06-17\|21.76\|-1.45\|22.09\|22.09\|21.27\|23920;2026-06-18\|22.43\|3.08\|21.64\|22.59\|21.36\|26441;2026-06-22\|21.59\|-3.75\|22.34\|22.36\|21.20\|29633;2026-06-23\|22.53\|4.35\|21.51\|23.05\|21.38\|39053;2026-06-24\|22.02\|-2.26\|22.50\|22.51\|21.95\|22995;2026-06-25\|22.17\|0.68\|22.00\|22.18\|21.20\|27732;2026-06-26\|23.25\|4.87\|22.17\|23.43\|21.73\|48489;2026-06-29\|25.58\|10.02\|23.33\|25.58\|23.10\|70776;2026-06-30\|28.14\|10.01\|25.58\|28.14\|25.01\|152184;2026-07-01\|29.13\|3.52\|28.28\|30.76\|28.28\|163619;2026-07-02\|27.77\|-4.67\|28.50\|29.65\|27.51\|121375;2026-07-03\|29.16\|5.01\|27.52\|29.43\|26.79\|117751;2026-07-06\|31.12\|6.72\|28.49\|31.30\|28.48\|112547;2026-07-07\|30.95\|-0.55\|30.59\|31.96\|29.73\|91216;2026-07-08\|29.81\|-3.68\|30.81\|31.40\|29.73\|68631;2026-07-09\|30.49\|2.28\|29.38\|30.72\|29.04\|67937;2026-07-10\|29.55\|-3.08\|30.00\|30.60\|29.27\|58594
117551	行业估值处于历史低位	回购+纸尿裤+三胎概念+西部大开发 1、据2026年6月27日公告，公司拟使用自有资金以集中竞价交易方式回购部分公司A股股票，回购资金总额不低于5000万元且不超过1亿元，回购价格不超过21元/股，拟用于股权激励计划或员工持股计划。 2、公司旗下拥有“好之”婴儿纸尿裤品牌，定位于中高端产品，是三胎概念的关联企业。 3、公司注册地址位于重庆市，可享受西部大开发企业所得税优惠政策，减按15%的税率征收企业所得税。	国内一次性卫生用品行业的知名综合性企业，产品包括纸尿裤、卫生巾等，一季报净利润同比增长10.03%	2026-03-03\|20.28\|1.25\|20.03\|20.70\|19.99\|53568;2026-03-04\|19.77\|-2.51\|20.10\|20.28\|19.35\|53276;2026-03-05\|19.08\|-3.49\|19.86\|19.94\|18.80\|98723;2026-03-06\|18.93\|-0.79\|18.90\|19.08\|18.66\|38357;2026-03-09\|17.86\|-5.65\|18.68\|18.71\|17.68\|70851;2026-03-10\|18.64\|4.37\|18.06\|18.80\|18.06\|70779;2026-03-11\|18.90\|1.39\|18.66\|19.24\|18.48\|59028;2026-03-12\|18.68\|-1.16\|18.90\|19.19\|18.50\|42793;2026-03-13\|18.61\|-0.37\|18.66\|19.04\|18.57\|25959;2026-03-16\|18.68\|0.38\|18.61\|18.87\|18.41\|40569;2026-03-17\|18.73\|0.27\|18.68\|19.00\|18.57\|33767;2026-03-18\|18.49\|-1.28\|18.74\|18.94\|18.44\|32560;2026-03-19\|17.76\|-3.95\|18.31\|18.36\|17.72\|45809;2026-03-20\|17.82\|0.34\|17.94\|18.16\|17.78\|35129;2026-03-23\|17.00\|-4.60\|17.61\|17.64\|16.77\|44564;2026-03-24\|17.24\|1.41\|17.20\|17.29\|16.91\|32845;2026-03-25\|17.58\|1.97\|17.30\|17.71\|17.27\|26595;2026-03-26\|17.23\|-1.99\|17.59\|17.87\|17.15\|28521;2026-03-27\|17.53\|1.74\|17.02\|17.60\|17.02\|29364;2026-03-30\|17.50\|-0.17\|17.36\|17.63\|17.17\|27499;2026-03-31\|17.37\|-0.74\|17.53\|18.06\|17.37\|38075;2026-04-01\|17.65\|1.61\|17.60\|17.87\|17.46\|47007;2026-04-02\|17.24\|-2.32\|17.57\|17.67\|17.17\|31678;2026-04-03\|17.58\|1.97\|17.27\|18.00\|17.22\|59400;2026-04-07\|17.46\|-0.68\|17.57\|17.68\|17.22\|32737;2026-04-08\|17.87\|2.35\|17.69\|17.91\|17.62\|52402;2026-04-09\|17.46\|-2.29\|17.75\|17.94\|17.32\|45604;2026-04-10\|17.62\|0.92\|17.55\|17.83\|17.50\|33605;2026-04-13\|17.36\|-1.48\|17.63\|17.82\|17.32\|38677;2026-04-14\|16.85\|-2.94\|17.44\|17.50\|16.52\|75752;2026-04-15\|16.99\|0.83\|16.85\|17.12\|16.62\|53775;2026-04-16\|16.95\|-0.24\|16.98\|17.02\|16.78\|38157;2026-04-17\|16.66\|-1.71\|16.92\|16.93\|16.56\|44065;2026-04-20\|18.33\|10.02\|17.17\|18.33\|17.17\|65475;2026-04-21\|19.49\|6.33\|18.84\|19.61\|18.53\|242188;2026-04-22\|18.93\|-2.87\|19.11\|19.35\|18.87\|110433;2026-04-23\|19.22\|1.53\|18.90\|19.50\|18.68\|101164;2026-04-24\|18.73\|-2.55\|19.08\|19.17\|18.69\|60700;2026-04-27\|18.52\|-1.12\|18.73\|19.02\|18.42\|61414;2026-04-28\|18.18\|-1.84\|18.49\|18.57\|17.93\|67458;2026-04-29\|18.81\|3.47\|18.11\|19.28\|17.97\|97161;2026-04-30\|18.51\|-1.59\|18.68\|18.80\|18.36\|48753;2026-05-06\|18.30\|-1.13\|18.43\|18.54\|18.13\|67810;2026-05-07\|18.40\|0.55\|18.35\|18.58\|18.24\|45382;2026-05-08\|18.21\|-1.03\|18.39\|18.42\|18.00\|67694;2026-05-11\|17.76\|-2.47\|18.18\|18.19\|17.41\|90414;2026-05-12\|17.39\|-2.08\|17.76\|17.82\|17.30\|60711;2026-05-13\|17.46\|0.40\|17.41\|17.89\|17.30\|52696;2026-05-14\|17.15\|-1.78\|17.45\|17.48\|17.06\|39993;2026-05-15\|16.33\|-4.78\|17.12\|17.20\|16.12\|99783;2026-05-18\|16.33\|0.00\|16.26\|16.49\|16.01\|49331;2026-05-19\|16.20\|-0.80\|16.33\|16.50\|16.05\|52096;2026-05-20\|15.89\|0.57\|15.81\|16.12\|15.70\|50945;2026-05-21\|15.59\|-1.89\|15.90\|16.00\|15.58\|82175;2026-05-22\|15.46\|-0.83\|15.65\|15.75\|15.39\|43398;2026-05-25\|15.57\|0.71\|15.47\|15.85\|15.43\|54823;2026-05-26\|15.09\|-3.08\|15.52\|15.53\|14.85\|106822;2026-05-27\|16.07\|6.49\|15.36\|16.16\|15.36\|128184;2026-05-28\|16.20\|0.81\|15.95\|16.43\|15.86\|83127;2026-05-29\|17.08\|5.43\|16.20\|17.38\|16.16\|119429;2026-06-01\|17.17\|0.53\|16.91\|17.17\|16.91\|63010;2026-06-02\|16.64\|-3.09\|17.05\|17.26\|16.55\|52208;2026-06-03\|16.31\|-1.98\|16.61\|16.61\|16.20\|47311;2026-06-04\|15.96\|-2.15\|16.34\|16.44\|15.77\|59638;2026-06-05\|16.00\|0.25\|15.96\|16.47\|15.83\|55504;2026-06-08\|15.54\|-2.88\|15.71\|16.01\|15.40\|42310;2026-06-09\|15.17\|-2.38\|15.65\|15.73\|14.99\|51262;2026-06-10\|15.27\|0.66\|15.03\|15.34\|15.00\|51542;2026-06-11\|15.09\|-1.18\|15.34\|15.34\|14.91\|24803;2026-06-12\|15.50\|2.72\|15.09\|15.58\|14.77\|55655;2026-06-15\|16.17\|4.32\|15.42\|16.29\|15.42\|62999;2026-06-16\|15.49\|-4.21\|16.16\|16.16\|15.37\|57150;2026-06-17\|15.09\|-2.58\|15.41\|15.54\|15.03\|30118;2026-06-18\|14.81\|-1.86\|15.10\|15.18\|14.66\|41078;2026-06-22\|14.29\|-3.51\|14.67\|14.67\|13.83\|90545;2026-06-23\|14.51\|1.54\|14.29\|14.82\|14.26\|58209;2026-06-24\|14.01\|-3.45\|14.65\|14.65\|13.98\|40495;2026-06-25\|13.79\|-1.57\|14.01\|14.05\|13.46\|42396;2026-06-26\|13.81\|0.14\|13.75\|14.23\|13.48\|58331;2026-06-29\|15.19\|9.99\|14.28\|15.19\|13.96\|80541;2026-06-30\|14.51\|-4.48\|15.03\|15.45\|14.34\|101644;2026-07-01\|14.63\|0.83\|14.50\|14.88\|13.98\|89513;2026-07-02\|14.92\|1.98\|14.81\|15.11\|14.63\|72807;2026-07-03\|14.92\|0.00\|14.90\|15.25\|14.73\|63532;2026-07-06\|14.93\|0.07\|14.90\|15.19\|14.69\|55347;2026-07-07\|14.50\|-2.88\|14.92\|14.92\|14.50\|37187;2026-07-08\|14.25\|-1.72\|14.51\|14.74\|14.19\|44133;2026-07-09\|13.65\|-4.21\|14.20\|14.21\|13.62\|60697;2026-07-10\|13.69\|0.29\|13.67\|13.88\|13.31\|99857
117550	行业估值处于历史低位	农批市场+国企+回购注销 1、据浙江东日2025年年度报告，公司是国内为数不多的从事农批市场专业运营的国有控股上市公司，其娄桥板块市场集群已成为浙南闽北地区的农产品价格形成中心，具备显著的区位与规模优势。 2、据浙江东日2025年年度报告，公司最终控制人为温州市人民政府国有资产监督管理委员会，属于国有企业。 3、据浙江东日2026年6月26日公告，公司2026年第二次临时股东会审议通过《关于要求浙江东日股份有限公司终止2023年限制性股票激励计划暨回购注销限制性股票的议案》；据公司2026年6月9日公告，控股股东提请终止激励计划并回购注销已授予尚未解除限售的限制性股票。	1、公司主营业务收入主要来自于农副产品批发交易市场业务和生鲜食材配送业务； 2、子公司培安美此前与首都医科大学开展业务洽谈，推进脑机接口技术研发与产业化	2026-03-03\|57.26\|0.21\|57.24\|57.74\|56.70\|36167;2026-03-04\|56.39\|-1.52\|57.05\|58.50\|56.05\|36225;2026-03-05\|56.15\|-0.43\|56.87\|57.30\|55.39\|32161;2026-03-06\|57.10\|1.69\|56.10\|57.64\|55.61\|34100;2026-03-09\|57.88\|1.37\|57.10\|58.73\|57.10\|46090;2026-03-10\|57.42\|-0.79\|58.36\|58.99\|57.12\|32244;2026-03-11\|57.32\|-0.17\|57.44\|58.28\|56.53\|31380;2026-03-12\|56.49\|-1.45\|57.30\|57.30\|56.25\|22825;2026-03-13\|55.72\|-1.36\|55.93\|56.78\|55.66\|19549;2026-03-16\|55.58\|-0.25\|56.00\|56.00\|54.50\|21040;2026-03-17\|54.77\|-1.46\|55.27\|56.30\|54.67\|17417;2026-03-18\|54.73\|-0.07\|55.00\|55.18\|53.56\|27732;2026-03-19\|53.20\|-2.80\|54.36\|55.00\|53.06\|27019;2026-03-20\|55.77\|4.83\|53.35\|56.70\|53.30\|63031;2026-03-23\|52.69\|-5.52\|55.15\|55.45\|52.34\|43252;2026-03-24\|53.00\|0.59\|53.49\|53.80\|52.44\|27683;2026-03-25\|51.30\|-3.21\|53.09\|54.10\|51.12\|57891;2026-03-26\|50.49\|-1.58\|51.44\|53.00\|50.29\|43673;2026-03-27\|50.17\|-0.63\|50.06\|51.90\|48.07\|68335;2026-03-30\|50.26\|0.18\|49.86\|51.72\|49.00\|56373;2026-03-31\|49.28\|-1.95\|50.26\|50.79\|49.23\|32176;2026-04-01\|48.69\|-1.20\|49.42\|50.68\|48.50\|35361;2026-04-02\|47.20\|-3.06\|48.75\|48.78\|46.41\|58572;2026-04-03\|46.52\|-1.44\|47.17\|47.50\|45.65\|60216;2026-04-07\|47.05\|1.14\|46.75\|48.10\|45.01\|64990;2026-04-08\|47.55\|1.06\|47.95\|48.00\|47.17\|36501;2026-04-09\|46.65\|-1.89\|47.16\|47.90\|46.62\|33827;2026-04-10\|46.63\|-0.04\|46.74\|47.46\|46.52\|27238;2026-04-13\|46.50\|-0.28\|46.58\|46.99\|46.00\|22061;2026-04-14\|46.45\|-0.11\|46.97\|47.00\|45.89\|26075;2026-04-15\|45.58\|-1.87\|46.40\|46.54\|45.30\|36936;2026-04-16\|46.50\|2.02\|45.46\|46.99\|45.00\|45737;2026-04-17\|47.19\|1.77\|46.22\|48.69\|46.08\|52813;2026-04-20\|46.51\|-1.44\|47.05\|47.88\|46.34\|33342;2026-04-21\|45.50\|-2.17\|46.25\|46.97\|45.48\|33599;2026-04-22\|44.84\|-1.45\|45.40\|45.88\|44.72\|36117;2026-04-23\|45.97\|2.52\|44.96\|46.98\|43.84\|60423;2026-04-24\|45.30\|-1.46\|46.01\|47.00\|45.13\|38917;2026-04-27\|45.03\|-0.60\|44.78\|45.49\|44.75\|26001;2026-04-28\|44.58\|-1.00\|45.06\|45.47\|44.35\|24257;2026-04-29\|45.20\|1.39\|44.57\|45.57\|44.20\|38676;2026-04-30\|44.68\|-1.15\|45.23\|46.18\|44.32\|40781;2026-05-06\|49.15\|10.00\|44.93\|49.15\|44.79\|47081;2026-05-07\|49.38\|0.47\|52.10\|53.56\|48.32\|156221;2026-05-08\|47.94\|-2.92\|49.38\|50.00\|47.75\|73578;2026-05-11\|45.96\|-4.13\|48.41\|48.43\|45.81\|71485;2026-05-12\|43.53\|-5.29\|45.96\|45.98\|43.23\|68803;2026-05-13\|45.11\|3.63\|43.00\|47.58\|40.93\|123907;2026-05-14\|43.99\|-2.48\|46.10\|46.10\|43.86\|63795;2026-05-15\|42.88\|-2.52\|43.99\|44.58\|42.52\|38526;2026-05-18\|42.43\|-1.05\|42.88\|43.95\|42.01\|49986;2026-05-19\|41.64\|-1.86\|41.95\|42.85\|41.27\|35497;2026-05-20\|40.54\|-2.64\|41.55\|41.59\|40.15\|45366;2026-05-21\|37.68\|-7.05\|41.00\|41.23\|37.59\|93042;2026-05-22\|39.12\|3.82\|37.80\|41.18\|36.52\|98078;2026-05-25\|37.47\|-4.22\|39.40\|39.40\|37.09\|61644;2026-05-26\|37.59\|0.32\|37.10\|38.18\|35.60\|63588;2026-05-27\|37.08\|-1.36\|37.00\|37.69\|35.70\|54948;2026-05-28\|37.50\|1.13\|37.45\|38.33\|36.55\|61910;2026-05-29\|37.77\|0.72\|37.69\|38.50\|37.31\|66689;2026-06-01\|38.83\|2.81\|37.79\|39.97\|37.14\|90617;2026-06-02\|36.80\|-5.23\|38.88\|39.00\|36.66\|62824;2026-06-03\|35.92\|-2.39\|36.80\|37.11\|35.71\|56431;2026-06-04\|35.78\|-0.39\|36.49\|36.97\|35.30\|47759;2026-06-05\|36.58\|2.24\|35.57\|37.75\|35.41\|64630;2026-06-08\|35.35\|-3.36\|36.29\|36.88\|35.00\|50838;2026-06-09\|35.07\|-0.79\|35.78\|36.46\|34.89\|49764;2026-06-10\|34.45\|-1.77\|34.67\|35.30\|34.00\|51017;2026-06-11\|34.20\|-0.73\|34.46\|34.86\|33.72\|44778;2026-06-12\|35.85\|4.82\|33.86\|36.21\|33.86\|71181;2026-06-15\|36.14\|0.81\|35.80\|36.42\|35.41\|44308;2026-06-16\|35.59\|-1.52\|36.14\|36.14\|35.15\|47036;2026-06-17\|34.00\|-4.47\|35.68\|35.68\|33.97\|42205;2026-06-18\|32.99\|-2.97\|33.98\|33.98\|32.40\|83145;2026-06-22\|30.44\|-7.73\|32.80\|32.83\|30.11\|126906;2026-06-23\|29.97\|-1.54\|29.56\|31.50\|28.41\|207264;2026-06-24\|29.82\|-0.50\|30.57\|30.88\|29.15\|115904;2026-06-25\|28.16\|-5.57\|29.87\|30.40\|28.05\|114087;2026-06-26\|27.42\|-2.63\|28.08\|28.78\|27.20\|139013;2026-06-29\|30.16\|9.99\|27.34\|30.16\|26.17\|99664;2026-06-30\|33.18\|10.01\|31.38\|33.18\|30.68\|109144;2026-07-01\|36.50\|10.01\|35.59\|36.50\|35.18\|131806;2026-07-02\|36.15\|-0.96\|36.50\|38.98\|35.55\|316016;2026-07-03\|34.40\|-4.84\|36.50\|38.41\|34.13\|201301;2026-07-06\|33.85\|-1.60\|34.39\|35.64\|33.59\|126850;2026-07-07\|31.58\|-6.71\|33.81\|33.92\|31.49\|120874;2026-07-08\|29.99\|-5.03\|31.50\|32.78\|29.96\|109317;2026-07-09\|30.07\|0.27\|30.03\|30.82\|29.20\|85133;2026-07-10\|33.08\|10.01\|30.26\|33.08\|29.85\|80785
117549	行业估值处于历史低位	零售+AI智能超市+武汉国资行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2026年6月2日企查查显示，公司间接全资持股的武汉抱抱智能科技有限公司成立，经营范围包含互联网数据服务、人工智能应用软件开发等；据2026年5月8日机构调研，公司正在优化“24小时线上超市”运营能力，推进数字化赋能。 2、据2026年5月8日机构调研，公司正加快构建多元协同的业态体系，试点硬折扣店、前置仓等创新业态，推动存量业务从“低效规模”向“质量提升”转变；据2025年年报，公司位列2024年中国超市百强第9名。 3、公司最终控制人为武汉市人民政府国有资产监督管理委员会，具备国企背景。	以商业零售为主业的大型连锁企业	2026-03-03\|6.62\|1.38\|6.48\|6.88\|6.25\|448594;2026-03-04\|6.31\|-4.68\|6.45\|6.50\|6.31\|229454;2026-03-05\|6.34\|0.48\|6.38\|6.42\|6.32\|144520;2026-03-06\|6.44\|1.58\|6.29\|6.45\|6.28\|159754;2026-03-09\|6.26\|-2.79\|6.35\|6.39\|6.21\|188366;2026-03-10\|6.29\|0.48\|6.29\|6.33\|6.27\|112834;2026-03-11\|6.18\|-1.75\|6.28\|6.30\|6.17\|175972;2026-03-12\|6.07\|-1.78\|6.17\|6.19\|6.06\|163720;2026-03-13\|5.95\|-1.98\|6.05\|6.10\|5.94\|186097;2026-03-16\|6.02\|1.18\|5.95\|6.08\|5.91\|146004;2026-03-17\|5.97\|-0.83\|6.02\|6.10\|5.96\|167636;2026-03-18\|5.91\|-1.00\|5.96\|5.97\|5.83\|158374;2026-03-19\|5.76\|-2.54\|5.84\|5.99\|5.74\|218426;2026-03-20\|5.53\|-3.99\|5.74\|5.79\|5.53\|227709;2026-03-23\|5.30\|-4.16\|5.44\|5.52\|5.26\|251660;2026-03-24\|5.55\|4.72\|5.40\|5.55\|5.33\|273506;2026-03-25\|5.68\|2.34\|5.55\|5.75\|5.55\|205773;2026-03-26\|5.62\|-1.06\|5.67\|5.75\|5.59\|149705;2026-03-27\|5.66\|0.71\|5.54\|5.69\|5.54\|118709;2026-03-30\|5.70\|0.71\|5.59\|5.71\|5.57\|123497;2026-03-31\|5.64\|-1.05\|5.70\|5.82\|5.63\|170808;2026-04-01\|5.63\|-0.18\|5.71\|5.73\|5.56\|133500;2026-04-02\|5.55\|-1.42\|5.61\|5.63\|5.52\|107163;2026-04-03\|5.36\|-3.42\|5.57\|5.57\|5.35\|110387;2026-04-07\|5.49\|2.43\|5.36\|5.49\|5.34\|118632;2026-04-08\|5.63\|2.55\|5.53\|5.63\|5.53\|122232;2026-04-09\|5.43\|-3.55\|5.59\|5.62\|5.40\|172999;2026-04-10\|5.50\|1.29\|5.45\|5.57\|5.45\|141063;2026-04-13\|5.53\|0.55\|5.45\|5.53\|5.45\|92391;2026-04-14\|5.55\|0.36\|5.60\|5.61\|5.47\|127005;2026-04-15\|5.50\|-0.90\|5.55\|5.57\|5.50\|108486;2026-04-16\|5.56\|1.09\|5.50\|5.58\|5.45\|153631;2026-04-17\|5.63\|1.26\|5.57\|5.68\|5.50\|261427;2026-04-20\|5.60\|-0.53\|5.60\|5.62\|5.50\|169701;2026-04-21\|5.56\|-0.71\|5.58\|5.71\|5.47\|224421;2026-04-22\|5.34\|-3.96\|5.48\|5.50\|5.31\|235571;2026-04-23\|5.23\|-2.06\|5.32\|5.33\|5.17\|213120;2026-04-24\|5.21\|-0.38\|5.23\|5.24\|5.13\|150359;2026-04-27\|5.43\|4.22\|5.22\|5.43\|5.12\|312611;2026-04-28\|5.35\|-1.47\|5.38\|5.42\|5.29\|167040;2026-04-29\|5.49\|2.62\|5.33\|5.52\|5.30\|213811;2026-04-30\|5.49\|0.00\|5.47\|5.60\|5.45\|155719;2026-05-06\|5.50\|0.18\|5.50\|5.52\|5.45\|129974;2026-05-07\|5.47\|-0.55\|5.52\|5.53\|5.44\|135291;2026-05-08\|5.51\|0.73\|5.49\|5.54\|5.46\|143859;2026-05-11\|5.43\|-1.45\|5.51\|5.52\|5.38\|154155;2026-05-12\|5.31\|-2.21\|5.43\|5.43\|5.29\|118859;2026-05-13\|5.38\|1.32\|5.32\|5.59\|5.32\|260943;2026-05-14\|5.39\|0.19\|5.38\|5.68\|5.26\|426742;2026-05-15\|5.15\|-4.45\|5.35\|5.42\|5.14\|334381;2026-05-18\|5.35\|3.88\|5.12\|5.38\|5.11\|342549;2026-05-19\|5.26\|-1.68\|5.35\|5.46\|5.18\|297695;2026-05-20\|5.15\|-2.09\|5.25\|5.27\|5.08\|213992;2026-05-21\|4.92\|-4.47\|5.16\|5.19\|4.90\|245703;2026-05-22\|4.97\|1.02\|4.95\|5.03\|4.90\|143754;2026-05-25\|5.02\|1.01\|4.96\|5.07\|4.93\|185783;2026-05-26\|5.52\|9.96\|5.00\|5.52\|4.95\|554047;2026-05-27\|6.07\|9.96\|5.59\|6.07\|5.37\|1353142;2026-05-28\|5.77\|-4.94\|6.00\|6.23\|5.69\|1278259;2026-05-29\|6.11\|5.89\|5.70\|6.33\|5.62\|1475196;2026-06-01\|5.98\|-2.13\|5.75\|6.14\|5.60\|1003409;2026-06-02\|5.86\|-2.01\|5.95\|6.10\|5.73\|824135;2026-06-03\|5.75\|-1.88\|5.83\|5.85\|5.62\|703147;2026-06-04\|5.18\|-9.91\|5.69\|5.83\|5.18\|789746;2026-06-05\|5.70\|10.04\|5.06\|5.70\|5.02\|622955;2026-06-08\|6.27\|10.00\|5.98\|6.27\|5.90\|1058458;2026-06-09\|6.02\|-3.99\|6.18\|6.28\|5.88\|1157842;2026-06-10\|5.65\|-6.15\|6.16\|6.25\|5.61\|829226;2026-06-11\|5.30\|-6.19\|5.65\|6.20\|5.26\|939734;2026-06-12\|5.83\|10.00\|5.29\|5.83\|5.16\|959032;2026-06-15\|5.95\|2.06\|5.88\|6.15\|5.87\|1137145;2026-06-16\|6.21\|4.37\|5.93\|6.50\|5.89\|1188449;2026-06-17\|6.05\|-2.58\|6.18\|6.22\|5.98\|758869;2026-06-18\|6.26\|3.47\|6.02\|6.42\|5.89\|1108500;2026-06-22\|6.54\|4.47\|6.13\|6.89\|6.08\|1425832;2026-06-23\|6.48\|-0.92\|6.38\|6.98\|6.35\|1267404;2026-06-24\|6.18\|-4.63\|6.35\|6.60\|6.08\|1084583;2026-06-25\|6.21\|0.49\|6.12\|6.58\|6.01\|1026878;2026-06-26\|5.74\|-7.57\|6.10\|6.27\|5.70\|829007;2026-06-29\|6.31\|9.93\|5.72\|6.31\|5.52\|854918;2026-06-30\|6.35\|0.63\|6.26\|6.40\|6.15\|947928;2026-07-01\|6.46\|1.73\|6.31\|6.65\|6.27\|893495;2026-07-02\|6.80\|5.26\|6.43\|6.90\|6.32\|1330889;2026-07-03\|6.30\|-7.35\|6.60\|6.89\|6.15\|1007253;2026-07-06\|6.08\|-3.49\|6.27\|6.47\|6.06\|689632;2026-07-07\|5.89\|-3.12\|6.08\|6.13\|5.82\|642285;2026-07-08\|6.48\|10.02\|6.01\|6.48\|5.87\|639785;2026-07-09\|6.58\|1.54\|6.48\|6.66\|6.30\|1013081;2026-07-10\|6.66\|1.22\|6.51\|6.88\|6.40\|1040941
117548	行业估值处于历史低位	空调+电器+估值提升+国企 1、公司是中国重要的电器制造商之一，拥有合肥、绵阳、景德镇和中山四大国内制造基地，印尼等海外制造基地。经过40多年的发展，公司从单一的冰箱品类到构建完成冰箱（柜）、空调、洗衣机、厨大电、小家电和生物医疗低温存储设备等多品类协同发展的新格局。 2、公司控股股东为四川长虹电器股份有限公司，实际控制人为绵阳市国有资产监督管理委员会，具备国企改革背景。 3、据2026年4月3日年报及2026年4月20日投资者关系活动记录表，公司针对B股连续12个月破净情况制定了《B股估值提升计划》，拟通过提升经营能力、强化现金分红、健全激励机制等多举措提升B股投资价值。	1、公司完成了综合白电的产业布局，覆盖了冰箱柜、洗衣机、空调、厨卫、小家电等全产品线； 2、旗下全资子公司四川虹美智能科技有限公司获得华为鸿蒙生态模组技术认证证书，并开始提供鸿蒙OS模组	2026-03-03\|6.27\|-2.18\|6.40\|6.46\|6.25\|240613;2026-03-04\|6.17\|-1.59\|6.23\|6.25\|6.13\|172539;2026-03-05\|6.21\|0.65\|6.21\|6.24\|6.18\|102137;2026-03-06\|6.27\|0.97\|6.19\|6.28\|6.18\|130338;2026-03-09\|6.22\|-0.80\|6.22\|6.25\|6.18\|124549;2026-03-10\|6.27\|0.80\|6.25\|6.30\|6.24\|88328;2026-03-11\|6.36\|1.44\|6.28\|6.37\|6.26\|150897;2026-03-12\|6.35\|-0.16\|6.37\|6.39\|6.34\|86969;2026-03-13\|6.39\|0.63\|6.34\|6.43\|6.31\|124243;2026-03-16\|6.36\|-0.47\|6.36\|6.39\|6.31\|85726;2026-03-17\|6.33\|-0.47\|6.36\|6.42\|6.32\|86230;2026-03-18\|6.32\|-0.16\|6.34\|6.36\|6.26\|69764;2026-03-19\|6.20\|-1.90\|6.29\|6.29\|6.17\|100711;2026-03-20\|6.13\|-1.13\|6.20\|6.23\|6.12\|78805;2026-03-23\|5.81\|-5.22\|6.05\|6.06\|5.80\|147147;2026-03-24\|6.04\|3.96\|5.88\|6.05\|5.84\|122930;2026-03-25\|6.14\|1.66\|6.02\|6.15\|6.01\|72575;2026-03-26\|6.13\|-0.16\|6.15\|6.21\|6.11\|76149;2026-03-27\|6.10\|-0.49\|6.08\|6.14\|6.05\|75403;2026-03-30\|6.14\|0.66\|6.06\|6.15\|6.02\|83228;2026-03-31\|6.17\|0.49\|6.14\|6.25\|6.13\|77436;2026-04-01\|6.30\|2.11\|6.23\|6.34\|6.19\|123278;2026-04-02\|6.29\|-0.16\|6.28\|6.35\|6.25\|96918;2026-04-03\|5.77\|-8.27\|6.07\|6.09\|5.70\|318429;2026-04-07\|5.68\|-1.56\|5.72\|5.73\|5.55\|187788;2026-04-08\|5.81\|2.29\|5.78\|5.82\|5.73\|131495;2026-04-09\|5.68\|-2.24\|5.76\|5.80\|5.67\|86754;2026-04-10\|5.75\|1.23\|5.70\|5.77\|5.70\|87740;2026-04-13\|5.72\|-0.52\|5.70\|5.74\|5.69\|59444;2026-04-14\|5.71\|-0.17\|5.74\|5.75\|5.67\|69832;2026-04-15\|5.68\|-0.53\|5.73\|5.75\|5.67\|101756;2026-04-16\|5.72\|0.70\|5.69\|5.72\|5.68\|58992;2026-04-17\|5.70\|-0.35\|5.70\|5.71\|5.67\|48084;2026-04-20\|5.78\|1.40\|5.72\|5.78\|5.70\|101991;2026-04-21\|5.72\|-1.04\|5.77\|5.77\|5.71\|74892;2026-04-22\|5.62\|-1.75\|5.67\|5.68\|5.60\|126290;2026-04-23\|5.67\|0.89\|5.62\|5.71\|5.58\|116871;2026-04-24\|5.63\|-0.71\|5.65\|5.66\|5.58\|78770;2026-04-27\|5.63\|0.00\|5.61\|5.64\|5.58\|61344;2026-04-28\|5.61\|-0.36\|5.60\|5.64\|5.59\|54218;2026-04-29\|5.68\|1.25\|5.60\|5.68\|5.59\|68085;2026-04-30\|5.66\|-0.35\|5.66\|5.69\|5.64\|67389;2026-05-06\|5.69\|0.53\|5.66\|5.72\|5.65\|88274;2026-05-07\|5.72\|0.53\|5.68\|5.73\|5.68\|98812;2026-05-08\|5.82\|1.75\|5.71\|5.85\|5.69\|134651;2026-05-11\|5.80\|-0.34\|5.83\|5.85\|5.77\|85579;2026-05-12\|5.72\|-1.38\|5.80\|5.81\|5.71\|67529;2026-05-13\|5.70\|-0.35\|5.72\|5.74\|5.68\|64677;2026-05-14\|5.61\|-1.58\|5.70\|5.70\|5.60\|69834;2026-05-15\|5.60\|-0.18\|5.61\|5.65\|5.58\|63584;2026-05-18\|5.49\|-1.96\|5.60\|5.60\|5.46\|88263;2026-05-19\|5.58\|1.64\|5.50\|5.59\|5.45\|61290;2026-05-20\|5.51\|-1.25\|5.58\|5.58\|5.48\|50328;2026-05-21\|5.48\|-0.54\|5.50\|5.58\|5.46\|74045;2026-05-22\|5.47\|-0.18\|5.47\|5.50\|5.39\|64120;2026-05-25\|5.45\|-0.37\|5.50\|5.50\|5.42\|46214;2026-05-26\|5.53\|1.47\|5.44\|5.54\|5.38\|72382;2026-05-27\|5.42\|-1.99\|5.50\|5.53\|5.40\|53580;2026-05-28\|5.59\|3.14\|5.41\|5.61\|5.40\|130503;2026-05-29\|5.57\|-0.36\|5.58\|5.64\|5.54\|79319;2026-06-01\|5.81\|4.31\|5.97\|6.11\|5.66\|260663;2026-06-02\|5.67\|-2.41\|5.78\|5.81\|5.64\|171489;2026-06-03\|5.58\|-1.59\|5.65\|5.68\|5.53\|105813;2026-06-04\|5.70\|2.15\|5.59\|5.72\|5.56\|112411;2026-06-05\|5.74\|0.70\|5.70\|5.81\|5.68\|118393;2026-06-08\|5.50\|-4.18\|5.64\|5.71\|5.48\|122508;2026-06-09\|5.48\|-0.36\|5.54\|5.55\|5.41\|91093;2026-06-10\|5.71\|4.20\|5.44\|5.80\|5.42\|239411;2026-06-11\|5.83\|2.10\|5.70\|5.95\|5.68\|262046;2026-06-12\|5.87\|0.69\|5.86\|6.05\|5.80\|333837;2026-06-15\|5.89\|0.34\|5.90\|5.96\|5.72\|201937;2026-06-16\|5.88\|-0.17\|5.86\|5.92\|5.78\|111544;2026-06-17\|5.76\|-2.04\|5.88\|5.88\|5.74\|82733;2026-06-18\|5.54\|-3.82\|5.71\|5.73\|5.48\|111400;2026-06-22\|5.60\|1.08\|5.50\|5.60\|5.36\|107642;2026-06-23\|5.40\|0.00\|5.42\|5.51\|5.38\|91750;2026-06-24\|5.20\|-3.70\|5.38\|5.39\|5.20\|93412;2026-06-25\|5.06\|-2.69\|5.20\|5.23\|5.05\|73362;2026-06-26\|4.99\|-1.38\|5.07\|5.08\|4.96\|57725;2026-06-29\|5.49\|10.02\|5.49\|5.49\|5.22\|371068;2026-06-30\|5.43\|-1.09\|5.36\|5.75\|5.36\|454180;2026-07-01\|5.97\|9.94\|5.36\|5.97\|5.22\|580398;2026-07-02\|5.87\|-1.68\|5.90\|6.27\|5.78\|665184;2026-07-03\|5.88\|0.17\|5.88\|6.07\|5.80\|401579;2026-07-06\|6.14\|4.42\|5.80\|6.36\|5.71\|541154;2026-07-07\|5.65\|-7.98\|5.99\|6.02\|5.61\|399652;2026-07-08\|5.73\|1.42\|5.61\|5.75\|5.45\|268425;2026-07-09\|5.44\|-5.06\|5.58\|5.67\|5.38\|249843;2026-07-10\|5.48\|0.74\|5.40\|5.56\|5.28\|216012
117547	行业估值处于历史低位	中报预增+威士忌+高管增持 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为4.65亿元至4.90亿元，同比增长19.51%至25.94%，主要系酒类产品及香精香料业务销售收入同比增长所致。 2、据2026年6月18日公告，公司威士忌业务进入规模化落地阶段，已推出“崃州”单一麦芽、“百利得”单一调和等系列产品；截至目前已完成第60万只陈酿桶灌注，拟募资13.05亿元用于麦芽威士忌桶陈扩能等项目。 3、据2026年6月27日公告，公司董事兼副总经理马良、刘嘉瑞及副总经理喻晨计划自公告日起6个月内增持公司股份，合计增持金额为2500万元至5000万元。	国内预调鸡尾酒龙头，旗下拥有知名品牌“RIO”预调酒，上半年净利润预计增长19.51%—25.94%	2026-03-03\|18.62\|-1.43\|18.88\|19.08\|18.46\|96239;2026-03-04\|18.86\|1.29\|18.67\|19.04\|18.50\|93949;2026-03-05\|18.87\|0.05\|18.98\|19.05\|18.78\|53835;2026-03-06\|19.14\|1.43\|18.87\|19.24\|18.79\|56617;2026-03-09\|19.14\|0.00\|18.99\|19.34\|18.71\|103759;2026-03-10\|19.12\|-0.10\|19.21\|19.38\|18.95\|60628;2026-03-11\|18.91\|-1.10\|19.09\|19.10\|18.85\|38035;2026-03-12\|18.84\|-0.37\|18.86\|18.94\|18.73\|38778;2026-03-13\|18.76\|-0.42\|18.76\|18.98\|18.75\|38096;2026-03-16\|18.88\|0.64\|18.74\|18.98\|18.71\|46096;2026-03-17\|18.77\|-0.58\|18.89\|19.15\|18.76\|56737;2026-03-18\|18.46\|-1.65\|18.77\|18.86\|18.34\|50981;2026-03-19\|18.10\|-1.95\|18.32\|18.43\|18.01\|39607;2026-03-20\|17.72\|-2.10\|18.14\|18.21\|17.72\|52473;2026-03-23\|16.95\|-4.35\|17.51\|17.53\|16.85\|70885;2026-03-24\|17.28\|1.95\|17.24\|17.33\|16.92\|46430;2026-03-25\|17.36\|0.46\|17.28\|17.46\|17.23\|38788;2026-03-26\|16.83\|-3.05\|17.36\|17.47\|16.75\|60627;2026-03-27\|17.31\|2.85\|16.77\|17.44\|16.70\|66363;2026-03-30\|17.25\|-0.35\|17.26\|17.42\|16.94\|66776;2026-03-31\|16.95\|-1.74\|17.53\|17.65\|16.93\|64019;2026-04-01\|17.50\|3.24\|17.22\|17.59\|17.05\|73554;2026-04-02\|17.23\|-1.54\|17.46\|17.49\|17.17\|57150;2026-04-03\|16.81\|-2.44\|17.21\|17.30\|16.78\|48381;2026-04-07\|16.99\|1.07\|16.82\|17.06\|16.82\|38437;2026-04-08\|17.34\|2.06\|17.19\|17.34\|17.17\|66948;2026-04-09\|16.92\|-2.42\|17.31\|17.32\|16.86\|55127;2026-04-10\|17.25\|1.95\|16.97\|17.38\|16.96\|68379;2026-04-13\|17.14\|-0.64\|17.21\|17.29\|17.13\|35437;2026-04-14\|17.18\|0.23\|17.19\|17.30\|16.99\|48282;2026-04-15\|17.27\|0.52\|17.20\|17.48\|17.16\|56530;2026-04-16\|17.30\|0.17\|17.28\|17.41\|17.25\|51343;2026-04-17\|17.07\|-1.33\|17.27\|17.27\|16.88\|50946;2026-04-20\|17.17\|0.59\|17.03\|17.32\|16.98\|46066;2026-04-21\|17.19\|0.12\|17.17\|17.43\|17.14\|51724;2026-04-22\|17.08\|-0.64\|17.17\|17.18\|16.93\|52430;2026-04-23\|17.13\|0.29\|17.08\|17.36\|17.04\|70093;2026-04-24\|16.84\|-1.69\|17.00\|17.07\|16.73\|62877;2026-04-27\|16.94\|0.59\|16.83\|17.12\|16.44\|72783;2026-04-28\|16.60\|-2.01\|16.90\|16.98\|16.52\|59109;2026-04-29\|18.26\|10.00\|17.85\|18.26\|17.74\|160205;2026-04-30\|19.06\|4.38\|18.99\|19.44\|18.62\|392766;2026-05-06\|18.65\|-2.15\|19.02\|19.23\|18.53\|197997;2026-05-07\|18.53\|-0.64\|18.75\|18.88\|18.48\|102207;2026-05-08\|18.46\|-0.38\|18.55\|18.79\|18.38\|99879;2026-05-11\|18.30\|-0.87\|18.46\|18.55\|18.22\|104727;2026-05-12\|17.92\|-2.08\|18.32\|18.35\|17.85\|97664;2026-05-13\|18.49\|3.18\|17.91\|18.69\|17.81\|159805;2026-05-14\|18.21\|-1.51\|18.44\|19.04\|18.21\|168035;2026-05-15\|17.70\|-2.80\|18.21\|18.36\|17.58\|125543;2026-05-18\|17.75\|0.28\|17.61\|18.17\|17.60\|97954;2026-05-19\|17.78\|0.17\|17.75\|18.10\|17.63\|78439;2026-05-20\|18.52\|4.16\|18.01\|19.36\|17.87\|309183;2026-05-21\|18.13\|-2.11\|18.40\|18.72\|18.10\|178802;2026-05-22\|17.55\|-3.20\|18.14\|18.52\|17.52\|165526;2026-05-25\|18.22\|3.82\|17.43\|18.35\|17.09\|212325;2026-05-26\|18.19\|-0.16\|18.13\|18.55\|17.82\|157660;2026-05-27\|18.88\|3.79\|18.17\|19.52\|17.76\|333345;2026-05-28\|18.46\|-2.22\|18.77\|18.85\|18.28\|194357;2026-05-29\|19.74\|6.93\|18.36\|20.20\|18.19\|395907;2026-06-01\|20.19\|2.28\|19.73\|20.34\|19.51\|378982;2026-06-02\|19.88\|-1.54\|19.85\|20.69\|19.53\|354490;2026-06-03\|19.25\|-3.17\|19.50\|19.65\|18.72\|272216;2026-06-04\|18.30\|-4.94\|19.06\|19.32\|18.07\|232815;2026-06-05\|18.38\|2.11\|18.24\|19.25\|18.23\|228999;2026-06-08\|18.80\|2.29\|18.20\|19.01\|17.91\|227281;2026-06-09\|19.00\|1.06\|18.88\|19.35\|18.34\|192397;2026-06-10\|19.65\|3.42\|18.89\|20.12\|18.88\|272916;2026-06-11\|19.79\|0.71\|19.36\|19.89\|19.35\|195452;2026-06-12\|20.36\|2.88\|19.50\|20.37\|19.25\|259086;2026-06-15\|19.49\|-4.27\|20.00\|20.41\|19.32\|261237;2026-06-16\|19.49\|0.00\|19.44\|19.65\|18.91\|202679;2026-06-17\|18.38\|-5.70\|19.33\|19.33\|18.30\|251305;2026-06-18\|16.54\|-10.01\|17.48\|17.73\|16.54\|188982;2026-06-22\|15.46\|-6.53\|15.69\|16.04\|15.18\|366122;2026-06-23\|15.39\|-0.45\|15.65\|15.90\|15.35\|168483;2026-06-24\|14.68\|-4.61\|15.50\|15.50\|14.56\|205317;2026-06-25\|14.30\|-2.59\|14.60\|14.75\|14.01\|206777;2026-06-26\|15.73\|10.00\|15.66\|15.73\|15.66\|125306;2026-06-29\|17.30\|9.98\|16.51\|17.30\|15.48\|416980;2026-06-30\|16.92\|-2.20\|17.20\|17.47\|16.66\|337325;2026-07-01\|17.39\|2.78\|16.95\|17.69\|16.67\|242829;2026-07-02\|17.14\|-1.44\|17.39\|17.68\|16.88\|217135;2026-07-03\|16.86\|-1.63\|17.10\|17.48\|16.84\|145157;2026-07-06\|16.80\|-0.36\|16.85\|17.16\|16.70\|124773;2026-07-07\|16.52\|-1.67\|16.78\|16.90\|16.41\|110717;2026-07-08\|16.20\|-1.94\|16.55\|16.77\|16.13\|103867;2026-07-09\|16.00\|-1.23\|16.07\|16.25\|15.90\|111974;2026-07-10\|17.29\|8.06\|16.33\|17.55\|16.23\|237027
117546	行业估值处于历史低位	零售+黄金+杭州金帝入主行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2025年年度报告，公司主营商业零售，旗下核心品牌“宁波二百”为宁波老字号，深度激活黄金珠宝、床上用品、滋补品“三张金名片”，推动线上线下融合与文旅跨业态整合，构建四大新消费场景。 2、据2025年年度报告及2026年一季报，公司自营中国黄金品牌，2025年黄金销售额达4亿元；2026年一季度归母净利润同比增长285.61%，主要因金价波动带动黄金零售业务利润增加。 3、据2025年年度报告及股权过户公告，杭州金帝商业管理有限公司通过司法拍卖取得公司28.96%股份，于2026年1月完成过户，公司控股股东变更为杭州金帝，实际控制人变更为卢斯侃、孔列岚夫妇。	宁波大型百货零售商店	2026-03-03\|12.60\|-3.37\|12.97\|13.13\|12.58\|43667;2026-03-04\|12.47\|-1.03\|12.48\|12.63\|12.34\|36143;2026-03-05\|12.64\|1.36\|12.65\|12.83\|12.58\|24175;2026-03-06\|12.87\|1.82\|12.58\|12.89\|12.55\|23488;2026-03-09\|12.76\|-0.85\|12.71\|12.83\|12.57\|31942;2026-03-10\|12.97\|1.65\|12.82\|13.01\|12.82\|24246;2026-03-11\|12.79\|-1.39\|13.03\|13.03\|12.75\|21615;2026-03-12\|12.55\|-1.88\|12.86\|12.87\|12.54\|25050;2026-03-13\|12.58\|0.24\|12.60\|12.80\|12.53\|21347;2026-03-16\|12.52\|-0.48\|12.60\|12.72\|12.39\|25096;2026-03-17\|12.35\|-1.36\|12.55\|12.72\|12.34\|24281;2026-03-18\|12.47\|0.97\|12.35\|12.53\|12.26\|21826;2026-03-19\|12.13\|-2.73\|12.40\|12.47\|12.08\|26533;2026-03-20\|11.85\|-2.31\|12.13\|12.24\|11.83\|25482;2026-03-23\|11.26\|-4.98\|11.73\|11.73\|11.11\|33240;2026-03-24\|11.95\|6.13\|11.51\|11.98\|11.40\|45471;2026-03-25\|12.18\|1.92\|11.96\|12.20\|11.95\|23181;2026-03-26\|12.04\|-1.15\|12.20\|12.28\|11.96\|20519;2026-03-27\|12.19\|1.25\|11.90\|12.22\|11.86\|16276;2026-03-30\|12.25\|0.49\|12.20\|12.34\|12.05\|21251;2026-03-31\|11.84\|-3.35\|12.40\|12.49\|11.80\|34929;2026-04-01\|11.92\|0.68\|12.08\|12.13\|11.80\|24247;2026-04-02\|11.81\|-0.92\|11.98\|12.03\|11.73\|23622;2026-04-03\|11.49\|-2.71\|11.86\|11.90\|11.45\|20708;2026-04-07\|11.67\|1.57\|11.38\|11.73\|11.37\|24637;2026-04-08\|12.02\|3.00\|12.19\|12.21\|11.67\|36105;2026-04-09\|11.68\|-2.83\|12.14\|12.14\|11.65\|26039;2026-04-10\|11.94\|2.23\|11.68\|12.11\|11.68\|30128;2026-04-13\|12.02\|0.67\|11.94\|12.05\|11.78\|19936;2026-04-14\|12.03\|0.08\|12.11\|12.15\|11.86\|18653;2026-04-15\|11.84\|-1.58\|12.08\|12.08\|11.82\|20248;2026-04-16\|12.10\|2.20\|11.83\|12.21\|11.76\|32254;2026-04-17\|12.03\|-0.58\|12.10\|12.21\|11.92\|20769;2026-04-20\|12.23\|1.66\|12.05\|12.45\|11.90\|37762;2026-04-21\|12.15\|-0.65\|12.13\|12.55\|12.07\|35733;2026-04-22\|11.99\|-1.32\|12.14\|12.14\|11.95\|25097;2026-04-23\|11.91\|-0.67\|12.03\|12.17\|11.76\|26054;2026-04-24\|12.03\|1.01\|11.92\|12.08\|11.80\|23345;2026-04-27\|12.38\|2.91\|11.94\|12.41\|11.94\|34111;2026-04-28\|12.19\|-1.53\|12.37\|12.50\|12.12\|30845;2026-04-29\|12.37\|1.48\|12.24\|12.48\|12.15\|24144;2026-04-30\|12.71\|2.75\|12.59\|12.91\|12.40\|43587;2026-05-06\|12.65\|-0.47\|12.72\|12.85\|12.52\|35037;2026-05-07\|12.85\|1.58\|12.71\|13.05\|12.53\|43888;2026-05-08\|12.87\|0.16\|12.82\|12.97\|12.55\|46866;2026-05-11\|13.06\|1.48\|12.89\|13.19\|12.83\|35026;2026-05-12\|12.83\|-1.76\|13.11\|13.24\|12.81\|31760;2026-05-13\|14.11\|9.98\|12.95\|14.11\|12.67\|122642;2026-05-14\|15.52\|9.99\|13.88\|15.52\|13.47\|267254;2026-05-15\|13.97\|-9.99\|15.55\|15.55\|13.97\|269340;2026-05-18\|14.74\|5.51\|13.15\|15.37\|13.15\|284874;2026-05-19\|14.17\|-3.87\|14.33\|14.80\|14.01\|169817;2026-05-20\|13.78\|-2.75\|13.95\|14.44\|13.65\|115406;2026-05-21\|14.25\|3.41\|13.85\|14.98\|13.73\|193318;2026-05-22\|14.25\|0.00\|14.26\|14.45\|13.67\|120468;2026-05-25\|13.99\|-1.82\|14.15\|14.25\|13.80\|79500;2026-05-26\|14.54\|3.93\|13.86\|14.61\|13.54\|157224;2026-05-27\|15.03\|3.37\|14.20\|15.26\|14.11\|198775;2026-05-28\|14.10\|-6.19\|14.61\|15.15\|14.01\|167397;2026-05-29\|15.51\|10.00\|14.35\|15.51\|13.90\|272929;2026-06-01\|15.72\|1.62\|14.94\|16.68\|14.94\|301734;2026-06-02\|16.53\|5.15\|15.50\|16.88\|15.13\|291193;2026-06-03\|17.22\|4.17\|16.30\|17.47\|15.52\|246158;2026-06-04\|15.75\|-8.54\|16.71\|17.29\|15.60\|208254;2026-06-05\|15.39\|-2.29\|15.90\|16.88\|15.00\|177095;2026-06-08\|14.65\|-4.81\|14.71\|15.53\|14.28\|149031;2026-06-09\|14.28\|-2.53\|14.60\|14.68\|13.90\|108138;2026-06-10\|14.45\|1.19\|14.29\|15.11\|13.83\|99953;2026-06-11\|14.16\|-2.01\|14.00\|14.60\|13.96\|62850;2026-06-12\|15.58\|10.03\|14.20\|15.58\|14.20\|179493;2026-06-15\|16.24\|4.24\|15.81\|16.45\|15.77\|159781;2026-06-16\|15.91\|-2.03\|16.10\|16.24\|15.64\|116205;2026-06-17\|16.12\|1.32\|15.87\|16.66\|15.50\|144464;2026-06-18\|16.02\|-0.62\|15.88\|16.41\|15.80\|108624;2026-06-22\|15.32\|-4.37\|15.78\|16.33\|14.90\|120078;2026-06-23\|15.07\|-1.63\|15.75\|15.86\|14.94\|77278;2026-06-24\|15.78\|4.71\|14.99\|16.00\|14.90\|113465;2026-06-25\|17.36\|10.01\|15.66\|17.36\|15.66\|118570;2026-06-26\|17.87\|2.94\|18.05\|19.10\|17.51\|310766;2026-06-29\|19.66\|10.02\|17.13\|19.66\|17.13\|180110;2026-06-30\|19.92\|1.32\|18.98\|20.84\|18.71\|241143;2026-07-01\|21.91\|9.99\|19.75\|21.91\|19.70\|131975;2026-07-02\|22.63\|3.29\|21.78\|23.23\|21.01\|247858;2026-07-03\|21.30\|-5.88\|22.63\|24.24\|20.38\|225104;2026-07-06\|20.44\|-4.04\|21.20\|21.69\|19.78\|170743;2026-07-07\|19.46\|-4.79\|20.07\|20.44\|18.83\|121119;2026-07-08\|19.18\|-1.44\|19.52\|19.74\|18.92\|92616;2026-07-09\|19.40\|1.15\|19.19\|20.00\|18.67\|81259;2026-07-10\|20.19\|4.07\|19.49\|21.34\|19.05\|130253
117545	行业估值处于历史低位	植物奶+股东回馈+一季报增长 1、据上证报2026年6月24日报道，在公司成立25周年暨上市5周年之际，公司面向全体股东推出实物赠礼活动，截至6月30日收盘持有100股以上的股东可申领礼盒。 2、据2026年5月7日公告，公司拟投资6.5亿元建设年产46万吨超级植物奶智能制造项目，生产燕麦奶、核桃乳、豆奶、椰乳等植物蛋白饮料，由全资子公司南通佳之味负责实施。 3、据2026年4月25日年报及2026年5月14日机构调研，公司2026年一季度归母净利润1782.43万元，同比大增356.29%，盈利改善主要源于棕榈仁油、咖啡豆等原材料价格回落及高毛利产品占比提升。	公司已成为国内外奶茶、咖啡等领域具有较高知名度的原料产品，蜜雪冰城和古茗均为公司下游客户	2026-03-03\|11.10\|-1.77\|11.25\|11.37\|11.10\|31954;2026-03-04\|10.90\|-1.80\|11.01\|11.10\|10.89\|26934;2026-03-05\|10.98\|0.73\|10.97\|11.07\|10.95\|14778;2026-03-06\|11.30\|2.91\|10.96\|11.45\|10.94\|32315;2026-03-09\|11.19\|-0.97\|10.95\|11.29\|10.95\|25378;2026-03-10\|11.25\|0.54\|11.23\|11.28\|11.19\|15364;2026-03-11\|11.26\|0.09\|11.24\|11.29\|11.22\|12980;2026-03-12\|11.22\|-0.36\|11.23\|11.30\|11.17\|13398;2026-03-13\|11.34\|1.07\|11.24\|11.36\|11.19\|23651;2026-03-16\|11.39\|0.44\|11.32\|11.39\|11.28\|12864;2026-03-17\|11.16\|-2.02\|11.39\|11.45\|11.15\|20395;2026-03-18\|11.20\|0.36\|11.15\|11.21\|11.08\|10717;2026-03-19\|10.97\|-2.05\|11.16\|11.19\|10.92\|20027;2026-03-20\|10.80\|-1.55\|10.97\|11.03\|10.80\|18030;2026-03-23\|10.25\|-5.09\|10.65\|10.76\|10.23\|29805;2026-03-24\|10.49\|2.34\|10.35\|10.54\|10.28\|15644;2026-03-25\|10.60\|1.05\|10.54\|10.63\|10.52\|12669;2026-03-26\|10.62\|0.19\|10.84\|10.85\|10.56\|17682;2026-03-27\|10.73\|1.04\|10.43\|10.75\|10.43\|17006;2026-03-30\|10.73\|0.00\|10.62\|10.77\|10.56\|13617;2026-03-31\|10.63\|-0.93\|10.74\|10.87\|10.62\|11926;2026-04-01\|10.86\|2.16\|10.70\|10.86\|10.66\|19318;2026-04-02\|10.78\|-0.74\|10.78\|10.95\|10.75\|15359;2026-04-03\|10.43\|-3.25\|10.78\|10.80\|10.41\|15585;2026-04-07\|10.64\|2.01\|10.52\|10.66\|10.40\|15159;2026-04-08\|10.82\|1.69\|10.75\|10.83\|10.70\|16844;2026-04-09\|10.69\|-1.20\|10.76\|10.87\|10.63\|16726;2026-04-10\|10.81\|1.12\|10.74\|10.91\|10.67\|18151;2026-04-13\|10.76\|-0.46\|10.82\|10.84\|10.70\|9565;2026-04-14\|10.79\|0.28\|10.81\|10.85\|10.69\|10583;2026-04-15\|10.80\|0.09\|10.82\|10.83\|10.75\|8426;2026-04-16\|10.97\|1.57\|10.84\|10.98\|10.76\|14622;2026-04-17\|10.92\|-0.46\|10.98\|10.98\|10.82\|10884;2026-04-20\|10.88\|-0.37\|10.95\|10.95\|10.84\|10861;2026-04-21\|10.94\|0.55\|10.88\|11.01\|10.87\|12803;2026-04-22\|10.84\|-0.91\|10.94\|10.94\|10.79\|10392;2026-04-23\|10.80\|-0.37\|10.79\|10.93\|10.71\|19102;2026-04-24\|10.92\|1.11\|10.80\|10.95\|10.72\|24571;2026-04-27\|11.14\|2.01\|10.92\|11.21\|10.89\|43729;2026-04-28\|11.09\|-0.45\|11.12\|11.20\|11.01\|32977;2026-04-29\|11.09\|0.00\|11.10\|11.17\|11.05\|30180;2026-04-30\|11.10\|0.09\|11.10\|11.23\|11.09\|30554;2026-05-06\|11.19\|0.81\|11.12\|11.28\|11.05\|52122;2026-05-07\|11.23\|0.36\|11.20\|11.31\|11.18\|33377;2026-05-08\|11.17\|-0.53\|11.29\|11.30\|11.14\|19617;2026-05-11\|10.99\|-1.61\|11.15\|11.18\|10.93\|33477;2026-05-12\|10.77\|-2.00\|10.97\|11.07\|10.69\|38310;2026-05-13\|10.88\|1.02\|10.88\|10.94\|10.73\|26323;2026-05-14\|10.75\|-1.19\|10.90\|10.90\|10.70\|27889;2026-05-15\|10.55\|-1.86\|10.79\|10.79\|10.52\|22635;2026-05-18\|10.66\|1.04\|10.52\|10.66\|10.39\|31916;2026-05-19\|10.66\|0.00\|10.58\|10.75\|10.57\|16441;2026-05-20\|10.58\|-0.75\|10.60\|10.66\|10.52\|13921;2026-05-21\|10.30\|-2.65\|10.57\|10.68\|10.26\|22863;2026-05-22\|10.28\|-0.19\|10.36\|10.51\|10.15\|28943;2026-05-25\|10.12\|-1.56\|10.21\|10.46\|10.05\|27962;2026-05-26\|9.91\|-2.08\|10.10\|10.16\|9.80\|32984;2026-05-27\|10.90\|9.99\|9.90\|10.90\|9.81\|101994;2026-05-28\|10.63\|-2.48\|11.00\|11.35\|10.53\|173788;2026-05-29\|10.73\|0.94\|10.58\|11.10\|10.42\|155189;2026-06-01\|10.45\|-2.61\|10.62\|10.73\|10.32\|107487;2026-06-02\|10.20\|-2.39\|10.38\|10.45\|10.02\|86535;2026-06-03\|9.94\|-2.55\|10.17\|10.18\|9.87\|64275;2026-06-04\|9.38\|-5.63\|9.87\|9.99\|9.29\|83314;2026-06-05\|9.57\|2.03\|9.35\|9.67\|9.28\|48198;2026-06-08\|9.24\|-3.45\|9.45\|9.63\|9.18\|43117;2026-06-09\|9.11\|-1.41\|9.24\|9.24\|9.01\|40928;2026-06-10\|9.18\|0.77\|9.06\|9.18\|8.96\|35977;2026-06-11\|9.05\|-1.42\|9.14\|9.23\|8.96\|32240;2026-06-12\|9.21\|1.77\|9.05\|9.31\|9.05\|38508;2026-06-15\|9.17\|-0.43\|9.19\|9.36\|9.07\|36655;2026-06-16\|9.00\|-1.85\|9.17\|9.17\|8.96\|29271;2026-06-17\|8.70\|-2.58\|8.97\|8.97\|8.61\|34521;2026-06-18\|8.62\|-0.92\|8.60\|8.74\|8.51\|22331;2026-06-22\|8.61\|-0.12\|8.58\|8.62\|8.30\|36619;2026-06-23\|8.82\|2.44\|8.68\|8.92\|8.61\|38593;2026-06-24\|8.57\|-2.83\|8.82\|8.85\|8.54\|25377;2026-06-25\|9.43\|10.04\|8.79\|9.43\|8.58\|45500;2026-06-26\|9.41\|-0.21\|9.50\|9.99\|9.09\|166106;2026-06-29\|10.35\|9.99\|10.33\|10.35\|10.18\|75754;2026-06-30\|9.75\|-5.80\|11.04\|11.04\|9.50\|215532;2026-07-01\|9.38\|-3.79\|9.47\|9.74\|9.21\|153548;2026-07-02\|9.25\|-1.39\|9.21\|9.58\|9.15\|124154;2026-07-03\|9.03\|-2.38\|9.25\|9.25\|8.98\|89657;2026-07-06\|9.11\|0.89\|9.06\|9.24\|9.01\|62215;2026-07-07\|8.88\|-2.52\|9.04\|9.08\|8.85\|43661;2026-07-08\|8.90\|0.23\|8.87\|8.97\|8.75\|36160;2026-07-09\|8.69\|-2.36\|8.95\|8.95\|8.52\|52710;2026-07-10\|8.82\|1.50\|8.65\|8.94\|8.56\|40005
117544	行业估值处于历史低位	职业装+校服+通勤服拓展 1、据2026年5月13日投资者关系活动记录表，公司主动开拓航空、服务等新行业客户，并稳步培育校服及通勤服等新增长点，正推进通勤服研发中心建设，尝试将职业装优势延伸至多元化着装场景。 2、据2025年年度报告，公司核心业务为“乔治白”品牌职业装及校服，定位“中高端职业装领导者”，以“一人一版”量身定制为核心竞争力，客户涵盖金融、电力、电信等行业。 3、据2026年5月13日投资者关系活动记录表，公司技术层面持续迭代核心工艺，市场层面主动开拓新行业客户，业务层面稳步培育校服及通勤服等新增长点。	中高端职业装领导者；公司主要从事“乔治白”“giuseppe”品牌的职业装以及校服产品设计研产销	2026-03-03\|5.00\|-0.99\|5.07\|5.16\|4.99\|127328;2026-03-04\|4.95\|-1.00\|4.94\|5.03\|4.89\|89774;2026-03-05\|5.01\|1.21\|5.07\|5.10\|4.97\|68178;2026-03-06\|5.25\|4.79\|5.01\|5.26\|4.97\|97172;2026-03-09\|5.20\|-0.95\|5.17\|5.28\|5.12\|100743;2026-03-10\|5.30\|1.92\|5.22\|5.32\|5.20\|85412;2026-03-11\|5.28\|-0.38\|5.31\|5.34\|5.23\|68546;2026-03-12\|5.22\|-1.14\|5.30\|5.33\|5.20\|69579;2026-03-13\|5.26\|0.77\|5.20\|5.33\|5.18\|73322;2026-03-16\|5.24\|-0.38\|5.26\|5.33\|5.19\|78795;2026-03-17\|5.15\|-1.72\|5.27\|5.29\|5.12\|79865;2026-03-18\|5.22\|1.36\|5.15\|5.24\|5.09\|93190;2026-03-19\|5.06\|-3.07\|5.22\|5.23\|5.03\|79292;2026-03-20\|4.84\|-4.35\|5.07\|5.11\|4.83\|131786;2026-03-23\|4.50\|-7.02\|4.72\|4.75\|4.40\|194114;2026-03-24\|4.70\|4.44\|4.64\|4.71\|4.46\|186963;2026-03-25\|4.81\|2.34\|4.76\|4.82\|4.68\|115294;2026-03-26\|4.75\|-1.25\|4.83\|4.89\|4.73\|123864;2026-03-27\|4.86\|2.32\|4.72\|4.86\|4.72\|96146;2026-03-30\|4.95\|1.85\|4.81\|4.98\|4.81\|109924;2026-03-31\|4.95\|0.00\|4.99\|5.10\|4.91\|133750;2026-04-01\|4.91\|-0.81\|5.03\|5.08\|4.86\|91875;2026-04-02\|4.81\|-2.04\|4.96\|4.96\|4.76\|118140;2026-04-03\|4.53\|-5.82\|4.81\|4.82\|4.51\|117960;2026-04-07\|4.72\|4.19\|4.52\|4.73\|4.46\|157699;2026-04-08\|4.90\|3.81\|4.84\|4.94\|4.81\|140134;2026-04-09\|4.82\|-1.63\|4.92\|4.94\|4.81\|82383;2026-04-10\|4.89\|1.45\|4.86\|4.95\|4.81\|85209;2026-04-13\|4.83\|-1.23\|4.86\|4.89\|4.77\|82704;2026-04-14\|4.79\|-0.83\|4.86\|4.88\|4.72\|98874;2026-04-15\|4.74\|-1.04\|4.80\|4.83\|4.72\|93330;2026-04-16\|4.90\|3.38\|4.74\|4.92\|4.68\|107560;2026-04-17\|5.08\|3.67\|5.17\|5.39\|5.05\|554679;2026-04-20\|5.12\|0.79\|5.20\|5.26\|5.07\|406558;2026-04-21\|4.98\|-2.73\|5.12\|5.20\|4.94\|224373;2026-04-22\|4.85\|-2.61\|4.98\|5.03\|4.83\|166935;2026-04-23\|4.83\|-0.41\|4.85\|4.87\|4.79\|159712;2026-04-24\|4.84\|0.21\|4.84\|4.88\|4.74\|169171;2026-04-27\|4.96\|2.48\|4.87\|4.98\|4.72\|206254;2026-04-28\|4.97\|0.20\|4.96\|5.01\|4.89\|155271;2026-04-29\|4.99\|0.40\|4.90\|5.02\|4.77\|262330;2026-04-30\|5.04\|1.00\|5.09\|5.10\|4.98\|180379;2026-05-06\|4.95\|-1.79\|5.06\|5.12\|4.89\|173620;2026-05-07\|4.95\|0.00\|4.96\|5.02\|4.93\|156439;2026-05-08\|5.02\|1.41\|4.96\|5.03\|4.89\|126238;2026-05-11\|4.98\|-0.80\|5.01\|5.04\|4.91\|150603;2026-05-12\|4.85\|-2.61\|4.97\|5.00\|4.84\|141924;2026-05-13\|4.84\|-0.21\|4.89\|4.91\|4.81\|135911;2026-05-14\|4.78\|-1.24\|4.85\|4.86\|4.76\|108077;2026-05-15\|4.79\|0.21\|4.79\|4.86\|4.74\|110839;2026-05-18\|4.83\|0.84\|4.79\|4.83\|4.69\|113723;2026-05-19\|4.83\|0.00\|4.87\|4.89\|4.73\|119223;2026-05-20\|4.75\|-1.66\|4.83\|4.84\|4.71\|99564;2026-05-21\|4.56\|-4.00\|4.77\|4.82\|4.56\|126613;2026-05-22\|4.74\|3.95\|4.64\|4.76\|4.50\|120233;2026-05-25\|4.65\|-1.90\|4.73\|4.80\|4.60\|135872;2026-05-26\|4.51\|-3.01\|4.68\|4.68\|4.47\|128738;2026-05-27\|4.37\|-3.10\|4.51\|4.53\|4.31\|109525;2026-05-28\|4.37\|0.00\|4.35\|4.42\|4.28\|104208;2026-05-29\|4.32\|-1.14\|4.37\|4.44\|4.28\|112484;2026-06-01\|4.53\|4.86\|4.29\|4.53\|4.23\|123403;2026-06-02\|4.42\|-2.43\|4.53\|4.66\|4.39\|128511;2026-06-03\|4.31\|-2.49\|4.42\|4.50\|4.27\|117200;2026-06-04\|4.28\|-0.70\|4.28\|4.34\|4.21\|90802;2026-06-05\|4.38\|2.34\|4.28\|4.42\|4.21\|93252;2026-06-08\|4.27\|-2.51\|4.31\|4.41\|4.23\|116166;2026-06-09\|4.30\|0.70\|4.31\|4.36\|4.23\|95066;2026-06-10\|4.25\|-1.16\|4.30\|4.31\|4.19\|89228;2026-06-11\|4.18\|0.24\|4.18\|4.22\|4.10\|88218;2026-06-12\|4.24\|1.44\|4.20\|4.26\|4.12\|79301;2026-06-15\|4.46\|5.19\|4.27\|4.56\|4.24\|225508;2026-06-16\|4.29\|-3.81\|4.44\|4.44\|4.24\|190229;2026-06-17\|4.18\|-2.56\|4.31\|4.31\|4.15\|106003;2026-06-18\|4.16\|-0.48\|4.16\|4.20\|4.05\|90723;2026-06-22\|4.19\|0.72\|4.13\|4.20\|4.00\|98458;2026-06-23\|4.61\|10.02\|4.16\|4.61\|4.16\|266882;2026-06-24\|5.07\|9.98\|4.85\|5.07\|4.68\|564569;2026-06-25\|4.56\|-10.06\|4.93\|5.13\|4.56\|556012;2026-06-26\|4.52\|-0.88\|4.38\|4.63\|4.28\|492688;2026-06-29\|4.97\|9.96\|4.44\|4.97\|4.35\|452495;2026-06-30\|5.24\|5.43\|5.05\|5.25\|4.93\|583443;2026-07-01\|5.43\|3.63\|5.29\|5.60\|5.26\|470121;2026-07-02\|5.54\|2.03\|5.43\|5.74\|5.38\|355262;2026-07-03\|5.65\|1.99\|5.49\|5.65\|5.43\|329381;2026-07-06\|5.49\|-2.83\|5.65\|6.00\|5.45\|424503;2026-07-07\|5.32\|-3.10\|5.52\|5.59\|5.27\|294615;2026-07-08\|5.29\|-0.56\|5.29\|5.37\|5.18\|223465;2026-07-09\|5.33\|0.76\|5.30\|5.35\|5.08\|230754;2026-07-10\|5.85\|9.76\|5.40\|5.86\|5.25\|420214
117543	行业估值处于历史低位	装饰原纸+高分红+盈利修复 1、据2026年4月29日公告，公司2025年度拟向全体股东每10股派发现金红利2.10元含税，年度现金分红总额2.45亿元，占归母净利润比例达90.42%；据2026年5月18日机构调研，公司上市以来累计分红7次，总额达13.62亿元，未来将保持长期稳定分红政策。 2、据2025年年报，公司专注中高端装饰原纸研产销，产品超500种，已跻身全球高端装饰原纸行业前列，拥有杭州和马鞍山两大生产基地。 3、据2026年5月18日机构调研，随着行业筑底及公司调价政策落地，盈利已呈环比修复态势，2026年一季度毛利率回升至17.76%。	国内装饰原纸的主要生产商之一	2026-03-03\|8.89\|0.00\|8.86\|9.16\|8.85\|155296;2026-03-04\|8.76\|-1.46\|8.85\|8.95\|8.66\|105217;2026-03-05\|8.99\|2.63\|8.88\|9.07\|8.85\|93116;2026-03-06\|9.25\|2.89\|8.95\|9.33\|8.94\|196874;2026-03-09\|9.56\|3.35\|9.19\|9.67\|9.09\|328738;2026-03-10\|9.72\|1.67\|9.56\|9.73\|9.42\|163302;2026-03-11\|9.99\|2.78\|9.68\|10.10\|9.64\|169900;2026-03-12\|10.36\|3.70\|9.93\|10.47\|9.80\|254461;2026-03-13\|10.18\|-1.74\|10.30\|10.42\|10.13\|127500;2026-03-16\|10.16\|-0.20\|10.17\|10.26\|10.00\|167470;2026-03-17\|9.85\|-3.05\|10.17\|10.19\|9.80\|146854;2026-03-18\|9.97\|1.22\|9.85\|10.02\|9.80\|67378;2026-03-19\|9.84\|-1.30\|9.85\|10.02\|9.77\|64509;2026-03-20\|9.60\|-2.44\|9.89\|9.96\|9.55\|84320;2026-03-23\|9.42\|-1.88\|9.49\|9.79\|9.39\|119548;2026-03-24\|9.50\|0.85\|9.55\|9.65\|9.30\|87998;2026-03-25\|9.71\|2.21\|9.50\|9.71\|9.43\|85975;2026-03-26\|9.27\|-4.53\|9.90\|10.20\|9.19\|252455;2026-03-27\|9.03\|-2.59\|8.88\|9.26\|8.83\|186932;2026-03-30\|9.31\|3.10\|8.91\|9.33\|8.74\|126814;2026-03-31\|9.20\|-1.18\|9.30\|9.33\|9.14\|78559;2026-04-01\|9.37\|1.85\|9.30\|9.48\|9.23\|133836;2026-04-02\|9.54\|1.81\|9.42\|9.70\|9.32\|90038;2026-04-03\|9.30\|-2.52\|9.54\|9.68\|9.30\|51961;2026-04-07\|9.50\|2.15\|9.31\|9.54\|9.25\|59245;2026-04-08\|9.81\|3.26\|9.99\|10.08\|9.60\|136100;2026-04-09\|9.78\|-0.31\|9.81\|9.81\|9.43\|82399;2026-04-10\|9.79\|0.10\|9.81\|10.00\|9.73\|67061;2026-04-13\|9.61\|-1.84\|9.72\|9.91\|9.53\|81721;2026-04-14\|9.63\|0.21\|9.61\|9.68\|9.55\|39101;2026-04-15\|9.61\|-0.21\|9.63\|9.70\|9.53\|33761;2026-04-16\|9.76\|1.56\|9.61\|9.77\|9.47\|54837;2026-04-17\|9.58\|-1.84\|9.76\|9.76\|9.50\|50308;2026-04-20\|9.41\|-1.77\|9.60\|9.60\|9.37\|59020;2026-04-21\|9.58\|1.81\|9.40\|9.59\|9.18\|103424;2026-04-22\|9.57\|-0.10\|9.56\|9.59\|9.39\|75215;2026-04-23\|9.60\|0.31\|9.49\|9.70\|9.42\|50080;2026-04-24\|9.53\|-0.73\|9.60\|9.60\|9.40\|49946;2026-04-27\|9.36\|-1.78\|9.62\|9.62\|9.21\|64273;2026-04-28\|9.40\|0.43\|9.33\|9.57\|9.27\|52638;2026-04-29\|9.46\|0.64\|9.30\|9.51\|9.07\|84704;2026-04-30\|9.83\|3.91\|9.44\|10.00\|9.30\|146152;2026-05-06\|9.80\|-0.31\|9.77\|9.96\|9.70\|87996;2026-05-07\|9.68\|-1.22\|9.73\|9.90\|9.60\|67714;2026-05-08\|10.06\|3.93\|9.67\|10.15\|9.66\|92572;2026-05-11\|10.07\|0.10\|10.00\|10.30\|9.79\|143643;2026-05-12\|10.09\|0.20\|10.07\|10.29\|9.83\|118337;2026-05-13\|9.80\|-2.87\|10.09\|10.09\|9.76\|76288;2026-05-14\|9.98\|1.84\|9.80\|10.29\|9.77\|119954;2026-05-15\|9.99\|0.10\|10.06\|10.41\|9.94\|75679;2026-05-18\|9.39\|-6.01\|9.88\|10.00\|9.30\|115316;2026-05-19\|9.41\|0.21\|9.36\|9.47\|9.30\|51500;2026-05-20\|9.23\|-1.91\|9.41\|9.41\|8.71\|110569;2026-05-21\|9.08\|-1.63\|9.18\|9.28\|9.00\|86403;2026-05-22\|9.16\|0.88\|9.08\|9.28\|9.03\|42092;2026-05-25\|9.25\|0.98\|9.16\|9.40\|9.12\|47899;2026-05-26\|9.32\|0.76\|9.30\|9.43\|9.08\|51525;2026-05-27\|8.97\|-3.76\|9.27\|9.27\|8.92\|71137;2026-05-28\|9.14\|1.90\|9.08\|9.15\|8.70\|47505;2026-05-29\|9.28\|1.53\|9.10\|9.33\|9.06\|49699;2026-06-01\|9.37\|0.97\|9.20\|9.47\|9.16\|79122;2026-06-02\|8.97\|-2.07\|9.22\|9.22\|8.91\|49311;2026-06-03\|8.86\|-1.23\|8.97\|9.03\|8.68\|39276;2026-06-04\|8.48\|-4.29\|8.81\|8.84\|8.46\|44766;2026-06-05\|8.39\|-1.06\|8.49\|8.56\|8.36\|30122;2026-06-08\|8.26\|-1.55\|8.28\|8.36\|7.98\|60234;2026-06-09\|8.10\|-1.94\|8.29\|8.29\|7.99\|57656;2026-06-10\|8.15\|0.62\|8.15\|8.20\|8.08\|37073;2026-06-11\|8.12\|-0.37\|8.18\|8.18\|7.77\|82104;2026-06-12\|8.26\|1.72\|8.12\|8.30\|7.95\|87117;2026-06-15\|8.23\|-0.36\|8.26\|8.38\|8.13\|50984;2026-06-16\|8.22\|-0.12\|8.20\|8.38\|8.12\|50322;2026-06-17\|7.90\|-3.89\|8.24\|8.24\|7.82\|46536;2026-06-18\|7.64\|-3.29\|7.90\|7.92\|7.62\|66896;2026-06-22\|8.40\|9.95\|7.63\|8.40\|7.48\|127524;2026-06-23\|9.24\|10.00\|8.85\|9.24\|8.55\|159249;2026-06-24\|9.24\|0.00\|9.19\|9.49\|8.90\|208547;2026-06-25\|8.93\|-3.35\|9.20\|9.24\|8.75\|153988;2026-06-26\|8.65\|-3.14\|9.01\|9.04\|8.50\|108781;2026-06-29\|9.52\|10.06\|8.66\|9.52\|8.51\|155154;2026-06-30\|9.30\|-2.31\|9.49\|9.70\|9.14\|173288;2026-07-01\|9.27\|-0.32\|9.38\|9.41\|9.09\|108558;2026-07-02\|9.05\|-2.37\|9.35\|9.51\|9.03\|121247;2026-07-03\|8.82\|-2.54\|8.96\|9.11\|8.81\|100123;2026-07-06\|9.70\|9.98\|8.83\|9.70\|8.67\|188035;2026-07-07\|9.67\|-0.31\|9.60\|10.14\|9.50\|297774;2026-07-08\|9.48\|-1.96\|9.76\|9.81\|9.19\|178422;2026-07-09\|9.43\|-0.53\|9.56\|9.62\|9.30\|115968;2026-07-10\|10.13\|7.42\|9.43\|10.19\|9.23\|256587
117542	日本酸素上调氦气产品售价，平均涨幅超30%	海力士供应+高纯二氧化碳+电子特气行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2026年6月30日及6月29日互动易，公司超纯氨、高纯氧化亚氮、高纯二氧化碳产品已稳定供应海力士，其中高纯二氧化碳已顺利通过海力士第三轮测试并进入正式供应阶段。 2、据21世纪经济报道2026年6月30日报道，韩国公布史上最大规模半导体与AI产业投资计划，三星电子和SK集团大举投资1.3万亿美元，SK海力士提前加码扩产。 3、据2025年年度报告及2026年5月22日投资者关系活动记录表，公司是国内领先的电子特种气体及大宗气体供应商，为电子半导体等领域提供超纯氨、高纯氧化亚氮等百余种气体产品。	公司持续深耕电子特种气体产业化布局，超纯氨、高纯氧化亚氮、高纯二氧化碳产品已经稳定供应海力士	2026-03-03\|24.23\|2.89\|24.12\|24.95\|23.40\|363337;2026-03-04\|25.26\|4.25\|24.89\|25.88\|23.75\|444622;2026-03-05\|24.50\|-3.01\|24.63\|26.58\|24.30\|325678;2026-03-06\|24.93\|1.76\|24.10\|25.39\|23.88\|211734;2026-03-09\|24.45\|-1.93\|25.70\|26.16\|24.33\|273077;2026-03-10\|23.52\|-3.80\|23.86\|24.20\|23.03\|241398;2026-03-11\|23.35\|-0.72\|23.31\|23.99\|23.12\|171728;2026-03-12\|26.15\|11.99\|23.67\|27.50\|23.51\|523872;2026-03-13\|26.60\|1.72\|27.50\|28.65\|25.66\|462466;2026-03-16\|28.29\|6.35\|28.10\|30.50\|27.66\|597283;2026-03-17\|27.27\|-3.61\|27.89\|28.00\|26.25\|390984;2026-03-18\|26.10\|-4.29\|26.67\|27.25\|25.28\|330916;2026-03-19\|27.79\|6.48\|27.58\|28.89\|26.51\|527331;2026-03-20\|29.11\|4.75\|27.75\|30.74\|27.00\|577467;2026-03-23\|30.70\|5.46\|28.76\|32.66\|28.70\|641965;2026-03-24\|29.51\|-3.88\|30.00\|30.40\|28.75\|443891;2026-03-25\|28.18\|-4.51\|28.21\|28.40\|26.50\|453151;2026-03-26\|27.92\|-0.92\|28.28\|29.58\|27.43\|376125;2026-03-27\|30.01\|7.49\|28.46\|30.41\|28.04\|540878;2026-03-30\|28.88\|-3.77\|31.01\|31.65\|28.70\|442031;2026-03-31\|26.12\|-9.56\|28.57\|28.94\|26.02\|398779;2026-04-01\|25.46\|-2.53\|26.00\|26.46\|24.77\|307128;2026-04-02\|26.38\|3.61\|25.81\|27.22\|25.80\|310863;2026-04-03\|27.80\|5.38\|26.90\|28.29\|26.00\|399655;2026-04-07\|29.30\|5.40\|28.55\|29.40\|27.42\|313856;2026-04-08\|27.08\|-7.58\|26.05\|27.24\|25.52\|536798;2026-04-09\|27.50\|1.55\|26.95\|28.97\|26.90\|442128;2026-04-10\|26.47\|-3.75\|27.11\|27.53\|26.18\|387024;2026-04-13\|25.91\|-2.12\|26.95\|27.33\|25.33\|355940;2026-04-14\|27.89\|7.64\|25.48\|28.05\|25.32\|522330;2026-04-15\|27.70\|-0.68\|28.99\|29.98\|27.41\|488249;2026-04-16\|27.49\|-0.76\|27.90\|28.25\|26.02\|438707;2026-04-17\|27.33\|-0.58\|27.49\|27.94\|26.32\|386341;2026-04-20\|29.10\|6.48\|27.51\|29.80\|26.89\|528545;2026-04-21\|32.65\|12.20\|29.58\|33.40\|28.87\|702713;2026-04-22\|32.75\|0.31\|33.40\|34.58\|31.52\|624623;2026-04-23\|34.40\|5.04\|33.61\|35.13\|32.88\|655701;2026-04-24\|36.12\|5.00\|35.50\|39.60\|34.90\|838959;2026-04-27\|38.45\|6.45\|38.38\|43.34\|38.01\|865139;2026-04-28\|40.90\|6.37\|41.00\|41.96\|38.11\|824676;2026-04-29\|40.15\|-1.83\|40.39\|41.88\|38.50\|642041;2026-04-30\|34.89\|-13.10\|39.99\|40.76\|34.80\|853370;2026-05-06\|34.08\|-2.32\|35.50\|35.80\|33.65\|729660;2026-05-07\|32.04\|-5.99\|33.50\|33.66\|31.91\|638555;2026-05-08\|31.30\|-2.31\|32.24\|32.92\|31.12\|513499;2026-05-11\|32.79\|4.76\|31.64\|33.56\|31.54\|653693;2026-05-12\|30.20\|-7.90\|32.23\|32.23\|29.93\|552041;2026-05-13\|31.13\|3.08\|29.75\|31.77\|29.70\|477675;2026-05-14\|31.17\|0.13\|31.38\|33.56\|31.17\|592266;2026-05-15\|31.59\|1.35\|30.32\|32.68\|29.80\|596286;2026-05-18\|31.35\|-0.76\|31.47\|32.68\|30.48\|428249;2026-05-19\|31.65\|0.96\|31.27\|31.87\|30.31\|372194;2026-05-20\|32.50\|2.69\|31.68\|33.00\|31.37\|533687;2026-05-21\|28.92\|-11.02\|32.75\|32.75\|28.80\|534615;2026-05-22\|28.93\|0.91\|28.80\|28.96\|27.51\|423058;2026-05-25\|27.04\|-6.53\|28.00\|28.00\|26.51\|447852;2026-05-26\|26.61\|-1.59\|26.85\|26.95\|25.88\|302596;2026-05-27\|26.07\|-2.03\|26.51\|27.11\|25.71\|297410;2026-05-28\|26.08\|0.04\|26.36\|26.56\|25.83\|247336;2026-05-29\|25.16\|-3.53\|26.27\|26.27\|24.89\|288312;2026-06-01\|25.33\|0.68\|25.14\|26.07\|25.09\|200360;2026-06-02\|25.46\|0.51\|25.90\|25.99\|25.06\|207741;2026-06-03\|26.88\|5.58\|25.35\|27.27\|25.20\|386533;2026-06-04\|28.24\|5.06\|26.40\|28.60\|26.32\|443354;2026-06-05\|27.03\|-4.28\|27.55\|28.20\|26.90\|325304;2026-06-08\|26.30\|-2.70\|25.40\|27.50\|25.30\|252340;2026-06-09\|28.34\|7.76\|26.88\|28.72\|26.00\|368459;2026-06-10\|29.65\|4.62\|28.00\|30.00\|27.81\|508592;2026-06-11\|33.10\|11.64\|29.57\|34.79\|28.55\|797324;2026-06-12\|28.17\|-14.89\|31.88\|32.00\|28.11\|676500;2026-06-15\|28.95\|2.77\|27.79\|29.29\|27.48\|360895;2026-06-16\|30.08\|3.90\|29.80\|30.92\|29.50\|461737;2026-06-17\|31.17\|3.62\|29.20\|31.28\|29.10\|422818;2026-06-18\|30.27\|-2.89\|30.77\|30.97\|29.87\|412044;2026-06-22\|32.81\|8.39\|31.00\|33.72\|30.97\|595431;2026-06-23\|34.45\|5.00\|33.13\|35.23\|32.23\|655921;2026-06-24\|33.43\|-2.96\|32.70\|33.88\|31.01\|522815;2026-06-25\|34.86\|4.28\|34.00\|35.60\|33.00\|489760;2026-06-26\|34.50\|-1.03\|34.51\|36.66\|34.27\|508743;2026-06-29\|39.17\|13.54\|38.55\|39.74\|35.88\|695730;2026-06-30\|41.48\|5.90\|40.00\|42.50\|38.23\|685029;2026-07-01\|49.78\|20.01\|44.99\|49.78\|44.84\|546716;2026-07-02\|47.74\|-4.10\|48.77\|51.91\|45.00\|1007988;2026-07-03\|40.00\|-16.21\|45.51\|47.30\|39.92\|987892;2026-07-06\|36.89\|-7.78\|40.07\|40.67\|36.30\|646504;2026-07-07\|37.08\|0.52\|36.10\|37.48\|35.89\|486372;2026-07-08\|36.10\|-2.64\|37.80\|39.28\|36.08\|603268;2026-07-09\|38.05\|5.40\|36.20\|38.22\|34.85\|564477;2026-07-10\|34.39\|-9.62\|38.00\|38.99\|34.39\|63895543
117541	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-03-03\|9.89\|-5.90\|10.55\|10.59\|9.85\|357544;2026-03-04\|9.76\|-1.31\|9.80\|10.05\|9.70\|257820;2026-03-05\|10.09\|3.38\|9.96\|10.52\|9.90\|370861;2026-03-06\|9.98\|-1.09\|10.05\|10.18\|9.88\|251501;2026-03-09\|9.80\|-1.80\|9.78\|9.88\|9.33\|308167;2026-03-10\|9.98\|1.84\|10.06\|10.13\|9.87\|222558;2026-03-11\|10.01\|0.30\|10.00\|10.32\|9.97\|242658;2026-03-12\|9.90\|-1.10\|10.00\|10.15\|9.82\|196242;2026-03-13\|9.76\|-1.41\|9.83\|10.07\|9.74\|191108;2026-03-16\|9.95\|1.95\|9.77\|9.95\|9.53\|223790;2026-03-17\|9.46\|-4.92\|9.95\|9.96\|9.43\|219921;2026-03-18\|9.84\|4.02\|9.57\|9.87\|9.51\|249414;2026-03-19\|9.50\|-3.46\|9.63\|9.67\|9.40\|243643;2026-03-20\|9.12\|-4.00\|9.53\|9.56\|9.10\|212238;2026-03-23\|8.71\|-4.50\|8.93\|9.22\|8.61\|293275;2026-03-24\|8.73\|0.23\|8.94\|8.95\|8.45\|256882;2026-03-25\|9.01\|3.21\|8.78\|9.12\|8.75\|218200;2026-03-26\|8.74\|-3.00\|8.95\|9.08\|8.70\|171895;2026-03-27\|8.90\|1.83\|8.58\|9.03\|8.52\|154536;2026-03-30\|8.82\|-0.90\|8.76\|8.84\|8.60\|170720;2026-03-31\|8.56\|-2.95\|8.79\|8.83\|8.55\|173193;2026-04-01\|8.82\|3.04\|8.81\|8.91\|8.71\|172444;2026-04-02\|8.43\|-4.42\|8.79\|8.79\|8.35\|206085;2026-04-03\|8.59\|1.90\|8.52\|8.80\|8.36\|223235;2026-04-07\|8.98\|4.54\|8.59\|9.49\|8.59\|335023;2026-04-08\|9.27\|3.23\|9.15\|9.28\|9.06\|314250;2026-04-09\|9.10\|-1.83\|9.15\|9.34\|9.07\|194001;2026-04-10\|9.20\|1.10\|9.21\|9.56\|9.19\|266310;2026-04-13\|9.17\|-0.33\|9.13\|9.30\|9.10\|191737;2026-04-14\|9.25\|0.87\|9.29\|9.35\|9.17\|196213;2026-04-15\|9.14\|-1.19\|9.40\|9.48\|9.13\|184531;2026-04-16\|9.27\|1.42\|9.19\|9.30\|9.07\|169904;2026-04-17\|9.34\|0.76\|9.25\|9.43\|9.21\|151359;2026-04-20\|9.40\|0.64\|9.28\|9.52\|9.28\|170936;2026-04-21\|9.54\|1.49\|9.35\|9.65\|9.26\|269062;2026-04-22\|9.76\|2.31\|9.48\|9.78\|9.41\|329652;2026-04-23\|9.74\|-0.20\|9.69\|9.98\|9.65\|284686;2026-04-24\|9.89\|1.54\|9.71\|10.12\|9.67\|325025;2026-04-27\|10.33\|4.45\|9.89\|10.43\|9.89\|436390;2026-04-28\|11.54\|11.71\|10.47\|12.15\|10.23\|1246339;2026-04-29\|11.11\|-3.73\|11.40\|11.47\|11.02\|770117;2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|130943228
117540	日本酸素上调氦气产品售价，平均涨幅超30%	电子大宗气体+氦气涨价+广州国资+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月22日投资者关系活动记录表，因中东地缘局势及俄罗斯出口管制等影响，全球氦气现货价格出现明显波动，供应链运行受到巨大冲击，目前全球氦气供应紧张；公司已构建涵盖中东、北美、欧洲的多渠道货源，是国内唯一实现大批量、长期稳定协议及多区域气源集中采购的内资气体企业，可有效对冲外部扰动，保障业务稳定运作。 2、据2026年4月25日披露的一季报，公司2026年一季度实现归母净利润9178.79万元，同比增长62.63%；一季度毛利率同比提升主要系多地电子大宗现场制气项目二期装置顺利投产，高毛利现场制气业务占比提升。 3、据2025年年度报告，公司是国内领先的电子大宗气体综合服务商，2025年电子大宗气体业务实现营收17.32亿元，同比增长16.41%，占主营业务收入比重达77.03%；2024年公司在半导体和面板领域新增现场制气项目市占率达41%，居全国第一。 4、公司实际控制人为广州市人民政府国有资产监督管理委员会。	国内极少数超高纯电子大宗气体综合性服务商，国内最大高纯氦气厂商之一	2026-03-03\|27.12\|-0.18\|27.50\|30.00\|27.00\|517288;2026-03-04\|26.42\|-2.58\|28.14\|28.50\|25.12\|524570;2026-03-05\|26.31\|-0.42\|26.75\|27.58\|25.82\|319935;2026-03-06\|25.80\|-1.94\|26.18\|27.33\|25.68\|233810;2026-03-09\|25.04\|-2.95\|26.90\|26.97\|24.25\|466227;2026-03-10\|25.29\|1.00\|24.79\|25.82\|24.42\|296798;2026-03-11\|24.81\|-1.90\|25.30\|25.76\|24.45\|244734;2026-03-12\|26.45\|6.61\|25.03\|27.15\|24.70\|380896;2026-03-13\|25.53\|-3.48\|27.58\|28.02\|25.23\|388538;2026-03-16\|24.46\|-4.19\|25.50\|26.57\|24.13\|387769;2026-03-17\|23.39\|-4.37\|24.36\|24.43\|23.25\|277399;2026-03-18\|23.25\|-0.60\|23.51\|23.80\|23.06\|184052;2026-03-19\|23.76\|2.19\|23.50\|24.38\|22.80\|338343;2026-03-20\|23.23\|-2.23\|23.58\|24.44\|23.15\|258531;2026-03-23\|23.60\|1.59\|23.11\|25.65\|23.03\|410318;2026-03-24\|22.85\|-3.18\|23.01\|23.20\|22.02\|301457;2026-03-25\|22.76\|-0.39\|22.68\|23.09\|22.20\|265161;2026-03-26\|22.84\|0.35\|22.71\|23.65\|22.39\|257181;2026-03-27\|23.68\|3.68\|23.00\|24.40\|22.75\|275257;2026-03-30\|23.60\|-0.34\|24.36\|24.39\|23.06\|244607;2026-03-31\|22.25\|-5.72\|23.30\|23.50\|22.03\|255941;2026-04-01\|22.19\|-0.27\|22.35\|22.59\|21.28\|280575;2026-04-02\|22.89\|3.15\|22.18\|23.18\|22.12\|222960;2026-04-03\|23.05\|0.70\|23.27\|23.63\|22.70\|180687;2026-04-07\|23.50\|1.95\|23.28\|24.44\|23.13\|208483;2026-04-08\|24.54\|4.43\|22.82\|24.80\|22.38\|382306;2026-04-09\|24.23\|-1.26\|24.17\|24.80\|23.86\|186989;2026-04-10\|23.93\|-1.24\|23.90\|24.62\|23.78\|152949;2026-04-13\|23.63\|-1.25\|23.67\|24.39\|23.01\|184369;2026-04-14\|24.38\|3.17\|23.52\|24.88\|23.15\|223273;2026-04-15\|23.86\|-2.13\|25.00\|25.20\|23.35\|214548;2026-04-16\|26.01\|9.01\|24.15\|26.25\|23.82\|374339;2026-04-17\|25.32\|-2.65\|25.51\|25.70\|25.06\|194093;2026-04-20\|26.28\|3.79\|25.36\|26.53\|24.42\|355293;2026-04-21\|29.50\|12.25\|26.39\|29.94\|26.20\|490189;2026-04-22\|29.82\|1.08\|30.00\|30.90\|28.80\|353328;2026-04-23\|30.05\|0.77\|30.36\|30.68\|29.20\|339698;2026-04-24\|30.21\|0.53\|30.00\|32.37\|29.50\|421505;2026-04-27\|31.79\|5.23\|30.00\|34.80\|30.00\|494256;2026-04-28\|30.78\|-3.18\|32.01\|32.13\|29.62\|421474;2026-04-29\|30.47\|-1.01\|30.44\|31.67\|30.10\|294675;2026-04-30\|30.06\|-1.35\|31.04\|31.80\|29.56\|330473;2026-05-06\|30.00\|-0.20\|30.60\|31.23\|29.86\|303789;2026-05-07\|27.80\|-7.33\|29.02\|29.35\|27.38\|592869;2026-05-08\|27.64\|-0.58\|27.87\|28.80\|27.60\|311213;2026-05-11\|28.55\|3.29\|27.85\|29.09\|27.37\|441704;2026-05-12\|28.31\|-0.84\|28.45\|29.00\|27.88\|272055;2026-05-13\|29.41\|3.89\|28.05\|29.84\|27.76\|349748;2026-05-14\|30.05\|2.18\|29.50\|31.90\|29.48\|423019;2026-05-15\|31.77\|5.72\|30.19\|32.98\|28.91\|506228;2026-05-18\|33.02\|3.93\|32.69\|33.65\|30.88\|453898;2026-05-19\|34.78\|5.33\|32.54\|34.96\|31.11\|431704;2026-05-20\|34.16\|-1.78\|34.74\|36.10\|33.36\|383358;2026-05-21\|30.75\|-9.98\|34.00\|34.00\|30.66\|478597;2026-05-22\|29.86\|-2.89\|31.39\|31.62\|29.58\|350422;2026-05-25\|30.09\|0.77\|29.86\|31.02\|28.20\|336364;2026-05-26\|29.68\|-1.36\|29.96\|30.06\|28.99\|215640;2026-05-27\|29.84\|0.54\|29.88\|31.45\|29.55\|298146;2026-05-28\|29.29\|-1.84\|29.70\|30.30\|29.03\|279685;2026-05-29\|27.70\|-5.43\|29.30\|29.49\|27.20\|323981;2026-06-01\|26.81\|-3.21\|27.80\|28.54\|26.73\|215593;2026-06-02\|27.62\|3.02\|26.86\|28.57\|26.51\|235954;2026-06-03\|28.04\|1.52\|27.72\|28.25\|26.95\|251658;2026-06-04\|30.12\|7.42\|27.70\|30.31\|27.52\|337934;2026-06-05\|28.11\|-6.67\|29.50\|30.17\|27.85\|314219;2026-06-08\|26.64\|-5.23\|25.97\|27.77\|25.97\|249525;2026-06-09\|27.60\|3.60\|26.62\|28.18\|26.51\|237420;2026-06-10\|29.13\|5.54\|27.33\|29.56\|27.33\|332660;2026-06-11\|32.80\|12.60\|29.45\|34.10\|28.49\|648825;2026-06-12\|28.95\|-11.74\|31.50\|31.55\|28.80\|497330;2026-06-15\|28.12\|-2.87\|29.05\|29.33\|27.80\|335293;2026-06-16\|29.80\|5.97\|28.68\|30.60\|28.45\|412606;2026-06-17\|33.50\|12.42\|28.79\|33.60\|28.70\|453136;2026-06-18\|33.41\|-0.27\|32.62\|33.86\|31.89\|361927;2026-06-22\|38.38\|14.88\|34.41\|39.68\|33.58\|555538;2026-06-23\|38.57\|0.49\|41.31\|41.97\|37.30\|592237;2026-06-24\|38.59\|0.05\|36.70\|39.65\|34.02\|529321;2026-06-25\|40.20\|4.17\|39.04\|41.88\|37.10\|562781;2026-06-26\|38.74\|-3.49\|39.26\|40.35\|37.50\|400416;2026-06-29\|46.49\|20.01\|40.70\|46.49\|39.13\|652668;2026-06-30\|52.10\|12.07\|46.80\|54.98\|45.10\|636385;2026-07-01\|55.00\|5.57\|53.00\|57.31\|51.66\|647396;2026-07-02\|49.20\|-10.55\|50.68\|54.20\|48.70\|692657;2026-07-03\|46.45\|-5.59\|50.00\|53.11\|45.02\|752102;2026-07-06\|45.07\|-2.97\|46.00\|46.55\|42.43\|649411;2026-07-07\|48.01\|6.52\|44.83\|48.28\|43.42\|567202;2026-07-08\|46.80\|-2.52\|48.00\|49.88\|46.28\|529088;2026-07-09\|50.90\|8.76\|47.73\|51.48\|45.40\|539030;2026-07-10\|43.60\|-14.34\|51.51\|52.50\|43.10\|65836772
117539	日本酸素上调氦气产品售价，平均涨幅超30%	燃气运营+氢能源+山东国资行业原因：当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，占全球出口20%，欧洲气价一日暴涨50%，ICE英国NBP期货飙涨逾40%。公司原因： 1、据2026年2月2日互动易，公司通辽隆圣峰掺氢管道专项获顶尖专家评价一致通过，布局天然气掺氢技术转化。 2、据2025年半年度报告，公司聚焦天然气产业链，围绕天然气应用领域形成了燃气运营业务、LNG业务、燃气设备业务和分布式能源服务业务四大业务板块，其中以燃气运营业务和LNG业务为主，燃气设备业务和分布式能源服务业务为辅。 3、公司最终控制人为山东省国资委。	1、目前公司鄂尔多斯项目已实现5N级（99.999%）氦气稳定生产，技术成熟 2、全资子公司大连派思是 GE、西门子、三菱等龙头的核心辅机供应商，供应前置 / 辅助模块、掺氢输配系统等，切入北美 AI 数据中心轻燃机组配套； 3、山东省国资委旗下；主营业务为LNG业务、城镇燃气运营，以天然气发电为主的燃气设备制造以及分布式能源综合服务业务	2026-03-03\|9.70\|9.98\|9.70\|9.70\|9.70\|139473;2026-03-04\|10.67\|10.00\|10.67\|10.67\|9.79\|1678744;2026-03-05\|9.60\|-10.03\|10.09\|10.75\|9.60\|1523945;2026-03-06\|10.13\|5.52\|9.31\|10.55\|8.65\|1538599;2026-03-09\|9.30\|-8.19\|10.69\|11.00\|9.13\|1418042;2026-03-10\|9.31\|0.11\|8.41\|9.76\|8.41\|1077263;2026-03-11\|9.33\|0.21\|8.93\|9.55\|8.93\|832316;2026-03-12\|8.88\|-4.82\|9.36\|9.63\|8.80\|815604;2026-03-13\|8.58\|-3.38\|8.95\|9.06\|8.51\|560272;2026-03-16\|8.50\|-0.93\|8.57\|9.09\|8.45\|493607;2026-03-17\|8.14\|-4.24\|8.48\|8.52\|8.11\|412562;2026-03-18\|8.23\|1.11\|8.09\|8.30\|7.97\|295488;2026-03-19\|8.46\|2.79\|8.60\|8.80\|8.27\|703092;2026-03-20\|7.92\|-6.38\|7.97\|8.13\|7.80\|523181;2026-03-23\|7.89\|-0.38\|7.88\|8.22\|7.75\|448828;2026-03-24\|8.09\|2.53\|7.86\|8.12\|7.67\|364460;2026-03-25\|8.21\|1.48\|8.01\|8.35\|7.96\|328073;2026-03-26\|8.06\|-1.83\|8.21\|8.25\|7.99\|272423;2026-03-27\|8.39\|4.09\|8.02\|8.49\|7.92\|338255;2026-03-30\|8.26\|-1.55\|8.68\|8.77\|8.19\|446503;2026-03-31\|7.87\|-4.72\|8.20\|8.27\|7.80\|339637;2026-04-01\|7.78\|-1.14\|7.86\|7.95\|7.73\|213237;2026-04-02\|7.93\|1.93\|7.79\|8.00\|7.79\|244835;2026-04-03\|7.40\|-6.68\|7.93\|7.95\|7.38\|307590;2026-04-07\|7.75\|4.73\|7.40\|7.78\|7.32\|290384;2026-04-08\|7.69\|-0.77\|7.42\|7.74\|7.42\|258892;2026-04-09\|7.65\|-0.52\|7.70\|7.88\|7.60\|183298;2026-04-10\|7.64\|-0.13\|7.63\|7.80\|7.55\|154811;2026-04-13\|7.86\|2.88\|7.79\|7.87\|7.63\|212545;2026-04-14\|7.93\|0.89\|7.82\|8.20\|7.60\|362918;2026-04-15\|7.56\|-4.67\|7.90\|7.90\|7.51\|247577;2026-04-16\|7.61\|0.66\|7.46\|7.68\|7.33\|214217;2026-04-17\|7.70\|1.18\|7.62\|7.73\|7.47\|182860;2026-04-20\|8.47\|10.00\|7.85\|8.47\|7.85\|547689;2026-04-21\|8.55\|0.94\|8.64\|8.78\|8.25\|733798;2026-04-22\|9.41\|10.06\|8.65\|9.41\|8.64\|964635;2026-04-23\|10.35\|9.99\|10.35\|10.35\|10.35\|131864;2026-04-24\|11.39\|10.05\|11.39\|11.39\|11.39\|161384;2026-04-27\|12.53\|10.01\|12.24\|12.53\|11.84\|942143;2026-04-28\|13.78\|9.98\|13.00\|13.78\|12.55\|1408369;2026-04-29\|14.55\|5.59\|13.64\|14.89\|12.79\|1529579;2026-04-30\|14.26\|-1.99\|14.68\|15.10\|13.82\|1088477;2026-05-06\|14.50\|1.68\|14.36\|14.62\|13.63\|1170621;2026-05-07\|13.05\|-10.00\|13.90\|14.06\|13.05\|899482;2026-05-08\|11.85\|-9.20\|12.50\|12.86\|11.85\|1220744;2026-05-11\|12.10\|2.11\|12.09\|12.35\|11.99\|881786;2026-05-12\|11.28\|-6.78\|12.11\|12.27\|11.12\|846208;2026-05-13\|11.53\|2.22\|11.33\|11.58\|11.16\|665752;2026-05-14\|11.23\|-2.60\|11.55\|12.28\|11.18\|1124762;2026-05-15\|10.98\|-2.23\|11.01\|11.57\|10.60\|814972;2026-05-18\|11.12\|1.27\|11.00\|11.34\|10.73\|668609;2026-05-19\|10.71\|-3.69\|11.01\|11.13\|10.38\|661360;2026-05-20\|10.65\|-0.56\|10.62\|10.84\|10.37\|507420;2026-05-21\|9.88\|-7.23\|10.40\|10.47\|9.83\|581186;2026-05-22\|9.97\|0.91\|9.99\|10.01\|9.72\|339015;2026-05-25\|9.68\|-2.91\|9.80\|9.95\|9.56\|330569;2026-05-26\|9.39\|-3.00\|9.68\|9.68\|9.27\|294014;2026-05-27\|9.11\|-2.98\|9.33\|9.40\|9.02\|222948;2026-05-28\|9.08\|-0.33\|9.18\|9.27\|8.92\|221503;2026-05-29\|8.90\|-1.98\|9.12\|9.14\|8.81\|223672;2026-06-01\|9.25\|3.93\|8.93\|9.36\|8.91\|378933;2026-06-02\|9.05\|-2.16\|9.24\|9.48\|8.87\|328302;2026-06-03\|9.42\|4.09\|9.09\|9.47\|8.98\|458175;2026-06-04\|9.27\|-1.59\|9.32\|9.63\|9.14\|494285;2026-06-05\|8.88\|-4.21\|9.09\|9.29\|8.71\|440563;2026-06-08\|8.76\|-1.35\|8.93\|9.18\|8.74\|392501;2026-06-09\|8.48\|-3.20\|8.94\|9.00\|8.33\|368423;2026-06-10\|8.95\|5.54\|8.43\|9.33\|8.38\|687052;2026-06-11\|9.85\|10.06\|9.25\|9.85\|8.71\|869042;2026-06-12\|9.16\|-7.01\|9.40\|9.85\|9.11\|842694;2026-06-15\|8.77\|-4.26\|8.93\|9.05\|8.62\|556060;2026-06-16\|9.65\|10.03\|8.77\|9.65\|8.51\|610458;2026-06-17\|9.90\|2.59\|9.78\|10.10\|9.49\|917211;2026-06-18\|10.12\|2.22\|9.78\|10.25\|9.68\|711716;2026-06-22\|10.63\|5.04\|10.10\|10.74\|10.01\|741399;2026-06-23\|11.69\|9.97\|10.78\|11.69\|10.41\|1184858;2026-06-24\|10.52\|-10.01\|10.99\|10.99\|10.52\|364147;2026-06-25\|9.47\|-9.98\|9.60\|10.00\|9.47\|912215;2026-06-26\|8.81\|-6.97\|9.21\|9.51\|8.66\|706652;2026-06-29\|9.69\|9.99\|9.05\|9.69\|9.05\|837316;2026-06-30\|9.54\|-1.55\|9.33\|9.69\|8.97\|766414;2026-07-01\|9.94\|4.19\|9.65\|10.44\|9.65\|736418;2026-07-02\|9.75\|-1.91\|9.80\|10.30\|9.68\|529352;2026-07-03\|9.28\|-4.82\|9.75\|9.84\|9.27\|429782;2026-07-06\|8.63\|-7.00\|9.12\|9.26\|8.61\|359865;2026-07-07\|8.05\|-6.72\|8.69\|8.70\|8.01\|357777;2026-07-08\|7.81\|-2.98\|8.22\|8.26\|7.75\|304677;2026-07-09\|7.77\|-0.51\|7.82\|8.10\|7.65\|322871;2026-07-10\|7.77\|0.00\|7.68\|7.99\|7.55\|334965
117538	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+氟化工+一季报增长+央企行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月8日及6月10日互动易，公司现有六氟化钨产能600吨/年，一季度销量同比增长，近期受生产原料价格上涨带动产品价格上调，公司正抢抓市场机遇积极拓展国内外客户。 2、公司是国内氟化工行业龙头企业，具备完整氟化工产业链，主营高端氟材料、电子化学品等“3+1”核心业务，产品涵盖制冷剂、氟树脂、氟橡胶等。 3、据2026年4月30日披露的一季报，公司2026年一季度实现营收42.31亿元，同比增长34.02%；归母净利润3.08亿元，同比增长66.73%。 4、据2025年年报及2026年6月18日公告，公司最终控制人为国务院国有资产监督管理委员会；控股股东中国昊华近期协议受让一致行动人持有的1.56%股份，完成后直接持股升至47.31%。	公司是国内氟化工龙头，所属昊华气体是国内特种气体行业内的技术领先企业，拥有国家重要的特种气体研究生产基地，主要产品有三氟化氮、四氟化碳、六氟化硫、六氟化钨、六氟丙烷、硒化氢、硫化氢、溴化氢等，总产能达万吨级，部分产品国内市场占有率高达60%，产品主要应用于集成电路、平板显示和太阳能光伏等制造领域	2026-03-03\|36.78\|-5.01\|38.60\|39.18\|36.48\|141604;2026-03-04\|37.67\|2.42\|36.34\|38.10\|36.33\|114233;2026-03-05\|37.09\|-1.54\|38.33\|38.33\|36.97\|118471;2026-03-06\|37.50\|1.11\|37.00\|37.86\|36.52\|70715;2026-03-09\|36.36\|-3.04\|37.08\|37.22\|35.65\|96249;2026-03-10\|36.43\|0.19\|36.58\|36.86\|36.11\|56582;2026-03-11\|35.92\|-1.40\|36.52\|36.57\|35.74\|57536;2026-03-12\|34.82\|-3.06\|36.14\|36.22\|34.35\|95699;2026-03-13\|34.40\|-1.21\|34.72\|35.26\|34.35\|54140;2026-03-16\|33.91\|-1.42\|34.89\|35.58\|33.45\|87222;2026-03-17\|33.75\|-0.47\|34.01\|34.30\|33.71\|67870;2026-03-18\|33.41\|-1.01\|33.75\|33.82\|32.84\|75161;2026-03-19\|31.76\|-4.94\|33.12\|33.28\|31.61\|94535;2026-03-20\|31.50\|-0.82\|31.83\|32.22\|31.50\|76206;2026-03-23\|29.87\|-5.17\|30.71\|31.29\|29.70\|98531;2026-03-24\|30.40\|1.77\|30.39\|30.63\|29.74\|64817;2026-03-25\|31.29\|2.93\|30.89\|31.35\|30.70\|59163;2026-03-26\|30.81\|-1.53\|31.20\|31.73\|30.70\|56815;2026-03-27\|31.45\|2.08\|30.59\|31.66\|30.45\|60097;2026-03-30\|31.25\|-0.64\|31.12\|31.30\|30.73\|54398;2026-03-31\|30.39\|-2.75\|31.23\|31.46\|30.31\|49153;2026-04-01\|31.33\|3.09\|31.13\|31.48\|30.77\|67326;2026-04-02\|30.53\|-2.55\|31.28\|31.28\|30.32\|42445;2026-04-03\|31.92\|4.55\|30.99\|32.33\|30.91\|107546;2026-04-07\|33.33\|4.42\|31.92\|33.33\|31.68\|176651;2026-04-08\|33.63\|0.90\|32.80\|33.80\|32.30\|170753;2026-04-09\|33.49\|-0.42\|33.00\|34.47\|32.74\|130684;2026-04-10\|33.51\|0.06\|33.70\|34.05\|33.30\|102221;2026-04-13\|32.32\|-3.55\|33.69\|33.74\|32.28\|125511;2026-04-14\|32.61\|0.90\|32.50\|32.86\|32.22\|92702;2026-04-15\|32.21\|-1.23\|32.71\|33.07\|31.83\|113119;2026-04-16\|33.10\|2.76\|32.32\|33.26\|32.00\|132376;2026-04-17\|32.80\|-0.91\|32.88\|33.37\|32.50\|100510;2026-04-20\|33.11\|0.95\|32.91\|33.52\|32.12\|111125;2026-04-21\|34.09\|2.96\|33.17\|34.33\|33.05\|146728;2026-04-22\|34.97\|2.58\|34.00\|35.35\|33.90\|172124;2026-04-23\|34.16\|-2.32\|35.00\|35.00\|33.83\|137226;2026-04-24\|35.25\|3.19\|34.30\|36.19\|33.85\|201619;2026-04-27\|35.80\|1.56\|35.61\|36.11\|35.00\|173463;2026-04-28\|35.59\|-0.59\|35.47\|35.96\|34.55\|153278;2026-04-29\|35.67\|0.22\|35.30\|35.89\|34.80\|144984;2026-04-30\|36.40\|2.05\|36.00\|36.50\|34.93\|210646;2026-05-06\|36.60\|0.55\|36.76\|36.79\|35.78\|186879;2026-05-07\|35.70\|-2.46\|36.32\|36.40\|35.40\|178788;2026-05-08\|34.32\|-3.87\|35.35\|35.51\|34.30\|175599;2026-05-11\|34.91\|1.72\|34.34\|35.08\|33.80\|146714;2026-05-12\|33.30\|-4.61\|34.91\|34.91\|32.80\|213718;2026-05-13\|35.24\|5.83\|32.90\|35.58\|32.62\|213068;2026-05-14\|36.66\|4.03\|35.88\|37.30\|35.60\|384061;2026-05-15\|36.93\|0.74\|37.49\|38.43\|36.68\|367643;2026-05-18\|35.41\|-4.12\|37.12\|37.20\|35.12\|285354;2026-05-19\|34.81\|-1.69\|34.88\|35.26\|33.81\|220572;2026-05-20\|35.97\|3.33\|34.78\|36.99\|34.59\|276723;2026-05-21\|35.06\|-2.53\|36.30\|37.22\|35.00\|252328;2026-05-22\|36.47\|4.02\|35.06\|36.57\|35.01\|201716;2026-05-25\|35.68\|-2.17\|36.40\|36.99\|35.11\|220752;2026-05-26\|39.25\|10.01\|35.41\|39.25\|35.16\|366757;2026-05-27\|40.00\|1.91\|40.87\|42.94\|39.71\|595775;2026-05-28\|40.38\|0.95\|39.89\|40.65\|38.49\|429475;2026-05-29\|38.70\|-4.16\|40.99\|42.23\|38.44\|407259;2026-06-01\|40.88\|5.63\|39.47\|42.57\|39.47\|525097;2026-06-02\|43.41\|6.19\|42.00\|44.53\|41.01\|698121;2026-06-03\|41.65\|-4.05\|42.80\|44.49\|41.00\|676732;2026-06-04\|43.56\|4.59\|40.66\|45.50\|40.51\|648555;2026-06-05\|46.60\|6.98\|44.66\|47.92\|43.26\|743602;2026-06-08\|50.22\|7.77\|45.50\|51.26\|45.50\|1020374;2026-06-09\|52.80\|5.14\|50.60\|53.64\|49.03\|1041168;2026-06-10\|58.08\|10.00\|54.00\|58.08\|53.53\|621655;2026-06-11\|63.89\|10.00\|63.89\|63.89\|61.00\|798379;2026-06-12\|57.15\|-10.00\|63.18\|63.25\|57.15\|1130784;2026-06-15\|56.27\|-1.54\|57.10\|57.85\|52.89\|1078692;2026-06-16\|58.00\|3.07\|57.21\|61.58\|57.00\|1088290;2026-06-17\|63.80\|10.00\|57.00\|63.80\|55.14\|1140442;2026-06-18\|65.16\|2.13\|64.65\|66.99\|61.00\|1036304;2026-06-22\|70.22\|7.77\|67.00\|71.40\|65.50\|975888;2026-06-23\|66.34\|-5.53\|68.55\|73.03\|66.01\|872298;2026-06-24\|67.15\|1.22\|64.89\|68.93\|64.40\|774878;2026-06-25\|68.40\|1.86\|66.28\|70.05\|64.50\|807787;2026-06-26\|62.30\|-8.92\|69.00\|69.12\|61.56\|786073;2026-06-29\|68.53\|10.00\|62.05\|68.53\|58.61\|908881;2026-06-30\|75.38\|10.00\|71.77\|75.38\|69.54\|1020717;2026-07-01\|81.00\|7.46\|76.81\|82.92\|76.81\|1366671;2026-07-02\|82.17\|1.44\|76.81\|88.10\|73.82\|1161193;2026-07-03\|76.01\|-7.50\|82.00\|85.80\|73.95\|1066836;2026-07-06\|68.41\|-10.00\|76.88\|79.80\|68.41\|960412;2026-07-07\|65.57\|-4.15\|66.88\|68.41\|64.01\|697116;2026-07-08\|62.51\|-4.67\|65.00\|66.69\|61.00\|653744;2026-07-09\|66.20\|5.90\|63.88\|66.66\|61.63\|736761;2026-07-10\|60.58\|-8.49\|66.25\|70.50\|60.53\|955243
117537	日本酸素上调氦气产品售价，平均涨幅超30%	电子特气+氦气+ASML认证行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2025年年度报告，公司持续加快电子特气产品的市场拓展，开发生产多种芯片半导体领域特需的电子特种气体。 2、据2025年年度报告，公司高品质电子特种气体已得到国内外多家客户的认可，光刻气产品已获得ASML子公司Cymer公司、日本GIGAPHOTON株式会社认证。 3、据2025年5月23日互动易，氦气广泛应用于航天航空、医疗、半导体、光纤等领域。公司高纯氦气产品主要采取以销定产的生产模式，根据市场及客户需求安排生产。 4、据2025年年度报告，公司主要产品有高纯二氧化碳、氢气、液化气、戊烷、特种气体等，食品级液体二氧化碳产品已通过可口可乐和百事可乐的认证并被确认为策略供应商。	1、公司工业气体业务涵盖传统工业气体和电子特种气体两部分； 2、子公司凯美特电子特种气体公司光刻气产品获ASML子公司Cymer公司合格供应商认证函	2026-03-03\|21.95\|3.00\|21.66\|22.60\|21.35\|754842;2026-03-04\|21.29\|-3.01\|22.00\|22.35\|21.19\|501737;2026-03-05\|21.14\|-0.70\|21.30\|22.08\|21.01\|385357;2026-03-06\|20.62\|-2.46\|20.69\|20.80\|20.16\|376266;2026-03-09\|20.33\|-1.41\|20.40\|20.87\|20.03\|285617;2026-03-10\|20.56\|1.13\|20.34\|20.65\|20.31\|242557;2026-03-11\|20.38\|-0.88\|20.69\|20.76\|20.33\|227118;2026-03-12\|20.83\|2.21\|20.27\|21.30\|20.10\|452011;2026-03-13\|19.98\|-4.08\|20.30\|20.72\|19.50\|572117;2026-03-16\|19.58\|-2.00\|19.75\|20.05\|19.52\|235778;2026-03-17\|18.78\|-4.09\|19.62\|19.67\|18.63\|298889;2026-03-18\|18.05\|-3.89\|18.70\|18.75\|17.53\|341335;2026-03-19\|18.00\|-0.28\|17.78\|18.52\|17.62\|254167;2026-03-20\|18.13\|0.72\|17.82\|18.65\|17.78\|275931;2026-03-23\|18.74\|3.36\|18.17\|19.37\|17.55\|520996;2026-03-24\|17.96\|-4.16\|18.30\|18.36\|17.02\|454765;2026-03-25\|17.97\|0.06\|17.63\|18.19\|17.50\|291793;2026-03-26\|18.06\|0.50\|17.79\|18.46\|17.69\|328975;2026-03-27\|19.39\|7.36\|17.60\|19.87\|17.55\|823576;2026-03-30\|18.80\|-3.04\|19.65\|19.74\|18.50\|647825;2026-03-31\|18.00\|-4.26\|18.69\|18.75\|17.97\|424858;2026-04-01\|18.47\|2.61\|18.21\|18.80\|17.95\|381767;2026-04-02\|18.12\|-1.90\|18.18\|18.85\|18.10\|294724;2026-04-03\|18.19\|0.39\|18.15\|18.67\|18.02\|344505;2026-04-07\|18.61\|2.31\|18.24\|18.80\|18.06\|389191;2026-04-08\|19.13\|2.79\|18.34\|19.14\|18.34\|488677;2026-04-09\|19.25\|0.63\|18.80\|19.65\|18.71\|503767;2026-04-10\|19.37\|0.62\|19.05\|19.77\|19.05\|491826;2026-04-13\|19.06\|-1.60\|19.16\|19.64\|18.82\|334574;2026-04-14\|19.33\|1.42\|19.05\|19.37\|18.89\|347680;2026-04-15\|19.00\|-1.71\|19.50\|19.54\|18.92\|274755;2026-04-16\|19.39\|2.05\|19.00\|19.66\|18.74\|416210;2026-04-17\|19.42\|0.15\|19.10\|19.54\|19.02\|334713;2026-04-20\|19.96\|2.78\|19.43\|20.08\|19.15\|509295;2026-04-21\|20.65\|3.46\|19.86\|20.81\|19.75\|751044;2026-04-22\|19.27\|-6.68\|19.51\|19.97\|19.20\|690449;2026-04-23\|18.80\|-2.44\|19.27\|19.39\|18.60\|415331;2026-04-24\|19.98\|6.28\|18.77\|20.68\|18.77\|1089925;2026-04-27\|20.28\|1.50\|19.97\|20.80\|19.88\|919134;2026-04-28\|20.92\|3.16\|20.06\|21.23\|19.89\|995296;2026-04-29\|20.34\|-2.77\|20.42\|20.73\|19.93\|644629;2026-04-30\|19.81\|-2.61\|20.41\|20.80\|19.71\|512948;2026-05-06\|20.39\|2.93\|20.20\|20.58\|19.89\|518240;2026-05-07\|19.89\|-2.45\|20.24\|20.25\|19.65\|526163;2026-05-08\|19.29\|-3.02\|19.67\|19.69\|19.28\|438040;2026-05-11\|19.58\|1.50\|19.30\|19.75\|19.30\|352152;2026-05-12\|18.62\|-4.90\|19.50\|19.50\|18.60\|442336;2026-05-13\|18.84\|1.18\|18.44\|18.98\|18.25\|243312;2026-05-14\|19.91\|5.68\|18.86\|20.70\|18.85\|898568;2026-05-15\|19.96\|0.25\|19.35\|20.68\|19.01\|747134;2026-05-18\|19.20\|-3.81\|19.66\|19.96\|19.02\|434955;2026-05-19\|18.79\|-2.14\|19.37\|19.38\|18.38\|402619;2026-05-20\|19.09\|1.60\|18.65\|19.45\|18.06\|472886;2026-05-21\|18.00\|-5.71\|18.97\|19.25\|17.98\|502775;2026-05-22\|18.03\|0.17\|17.82\|18.15\|17.61\|211177;2026-05-25\|17.80\|-1.28\|17.77\|18.04\|17.67\|198924;2026-05-26\|17.15\|-3.65\|17.81\|17.89\|17.05\|225892;2026-05-27\|16.04\|-6.20\|17.03\|17.10\|16.02\|296366;2026-05-28\|16.19\|0.94\|15.82\|16.37\|15.75\|161845;2026-05-29\|15.22\|-5.99\|16.19\|16.19\|15.11\|259700;2026-06-01\|15.32\|0.66\|15.08\|15.55\|15.01\|142529;2026-06-02\|15.46\|0.91\|15.30\|15.55\|14.85\|189827;2026-06-03\|15.75\|1.88\|15.45\|15.91\|15.38\|222491;2026-06-04\|16.50\|4.76\|15.59\|16.63\|15.51\|380046;2026-06-05\|15.99\|-3.09\|16.44\|16.44\|15.83\|253783;2026-06-08\|15.40\|-3.69\|15.35\|15.94\|15.20\|174315;2026-06-09\|15.76\|2.34\|15.53\|15.85\|15.17\|199870;2026-06-10\|16.50\|4.70\|15.60\|17.10\|15.58\|421070;2026-06-11\|18.15\|10.00\|16.76\|18.15\|16.75\|721151;2026-06-12\|17.35\|-4.41\|18.00\|18.35\|16.91\|749514;2026-06-15\|17.21\|-0.81\|16.99\|17.22\|16.69\|436989;2026-06-16\|17.83\|3.60\|17.23\|17.85\|16.91\|542386;2026-06-17\|17.12\|-3.98\|17.33\|17.45\|17.00\|401203;2026-06-18\|16.22\|-5.26\|16.88\|16.88\|16.08\|388091;2026-06-22\|16.97\|4.62\|16.22\|17.34\|16.00\|417730;2026-06-23\|18.67\|10.02\|17.28\|18.67\|17.12\|568314;2026-06-24\|19.44\|4.12\|18.84\|20.00\|18.50\|1223607;2026-06-25\|19.81\|1.90\|19.21\|20.18\|18.86\|986456;2026-06-26\|18.99\|-4.14\|19.27\|20.28\|18.93\|780643;2026-06-29\|20.89\|10.01\|20.89\|20.89\|20.33\|613219;2026-06-30\|21.05\|0.77\|21.50\|22.00\|19.93\|1381854;2026-07-01\|22.33\|6.08\|21.05\|22.68\|20.69\|1259934;2026-07-02\|20.88\|-6.49\|20.69\|21.99\|20.10\|1021289;2026-07-03\|18.82\|-9.87\|20.50\|20.70\|18.80\|905062;2026-07-06\|17.61\|-6.43\|19.20\|19.22\|17.53\|601905;2026-07-07\|17.07\|-3.07\|17.37\|17.75\|16.91\|359468;2026-07-08\|16.27\|-4.69\|16.91\|17.03\|16.25\|328055;2026-07-09\|16.68\|2.52\|16.38\|16.72\|15.92\|390664;2026-07-10\|16.31\|-2.22\|16.53\|17.01\|16.30\|473231
117536	日本酸素上调氦气产品售价，平均涨幅超30%	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-03\|90.48\|-6.80\|97.10\|98.03\|90.00\|158978;2026-03-04\|90.56\|0.09\|89.38\|93.38\|89.00\|101799;2026-03-05\|93.12\|2.83\|93.49\|95.77\|91.72\|121781;2026-03-06\|92.16\|-1.03\|91.93\|93.98\|91.45\|89431;2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959
117535	我国核聚变堆超导磁体研发取得重要突破	涨停揭秘：我国核聚变堆超导磁体研发取得重要突破，国力电子作为速调管及氢闸流管核心供应商获市场高度关注；涨停缘由：公司已中标中科院高能物理研究所速调管采购项目，回旋管等加热系统关键部件研发进展顺利；CRAFT及ITER项目持续推进，设备交付周期明确；真空电容器产品在聚变装置中不可替代；资金逻辑：涨停当日主力资金净流入超8000万元，特大单占比超四成，融资余额单日增长逾2000万元，显示产业资本与杠杆资金共振；风险提示：核聚变产业化尚处工程验证阶段，订单规模与节奏存在不确定性；公司营收体量较小，业绩弹性易受单一项目影响	公司在可控核聚变领域主要产品包括氢闸流管、速调管及真空电容器等，正推进回旋管等加热系统核心部件研发，并已中标中科院高能物理研究所速调管采购项目	2026-03-03\|58.33\|-7.12\|62.20\|63.59\|58.33\|21852;2026-03-04\|58.05\|-0.48\|57.48\|59.11\|57.43\|9707;2026-03-05\|60.10\|3.53\|58.69\|61.23\|58.69\|12797;2026-03-06\|61.32\|2.03\|60.00\|62.30\|59.71\|13158;2026-03-09\|60.88\|-0.72\|60.32\|60.93\|58.80\|14525;2026-03-10\|62.34\|2.40\|61.50\|62.49\|60.60\|11044;2026-03-11\|63.04\|1.12\|62.80\|64.69\|62.80\|17297;2026-03-12\|60.87\|-3.44\|62.60\|63.46\|60.21\|11709;2026-03-13\|60.75\|-0.20\|61.00\|61.97\|60.11\|8699;2026-03-16\|61.67\|1.51\|60.64\|61.92\|59.44\|11045;2026-03-17\|59.75\|-3.11\|61.61\|61.80\|59.66\|7028;2026-03-18\|60.79\|1.74\|59.50\|60.99\|59.40\|8179;2026-03-19\|59.67\|-1.84\|60.20\|60.73\|59.31\|8277;2026-03-20\|59.01\|-1.11\|59.70\|60.15\|59.01\|7997;2026-03-23\|55.04\|-6.73\|58.48\|58.48\|54.50\|20786;2026-03-24\|56.01\|1.76\|56.83\|56.83\|54.15\|15010;2026-03-25\|56.48\|0.84\|56.44\|57.62\|56.10\|11153;2026-03-26\|54.29\|-3.88\|56.10\|56.57\|54.08\|10545;2026-03-27\|53.66\|-1.16\|53.99\|54.61\|53.51\|16862;2026-03-30\|53.08\|-1.08\|53.22\|53.69\|51.82\|16200;2026-03-31\|51.67\|-2.66\|52.79\|53.47\|51.67\|12401;2026-04-01\|53.35\|3.25\|53.98\|53.98\|52.54\|12605;2026-04-02\|52.91\|-0.82\|52.90\|53.55\|52.63\|11848;2026-04-03\|52.35\|-1.06\|52.62\|53.02\|52.12\|8427;2026-04-07\|52.25\|-0.19\|52.30\|52.90\|52.03\|8728;2026-04-08\|55.62\|6.45\|53.00\|55.88\|53.00\|14522;2026-04-09\|55.00\|-1.11\|55.30\|55.82\|54.76\|8815;2026-04-10\|55.90\|1.64\|55.99\|56.78\|55.29\|10646;2026-04-13\|56.20\|0.54\|56.12\|57.41\|55.39\|12232;2026-04-14\|56.25\|0.09\|56.50\|56.99\|55.90\|10797;2026-04-15\|56.28\|0.05\|56.53\|57.38\|56.05\|7915;2026-04-16\|57.26\|1.74\|56.27\|58.13\|56.09\|12264;2026-04-17\|59.32\|3.60\|57.99\|59.56\|57.11\|11799;2026-04-20\|59.24\|-0.13\|59.33\|60.65\|58.85\|13250;2026-04-21\|58.50\|-1.25\|59.18\|59.18\|57.51\|12718;2026-04-22\|58.86\|0.62\|57.71\|59.20\|57.71\|12779;2026-04-23\|58.68\|-0.31\|58.57\|60.16\|57.99\|13019;2026-04-24\|60.12\|2.45\|58.09\|60.55\|58.09\|17725;2026-04-27\|60.80\|1.13\|59.88\|60.98\|59.00\|12571;2026-04-28\|57.12\|-6.05\|56.61\|58.57\|56.60\|30997;2026-04-29\|59.47\|4.11\|56.68\|61.00\|56.60\|22071;2026-04-30\|60.19\|1.21\|58.96\|60.57\|58.96\|15054;2026-05-06\|59.45\|-1.23\|61.01\|61.48\|59.14\|23121;2026-05-07\|59.52\|0.12\|59.69\|60.09\|58.61\|13953;2026-05-08\|59.99\|0.79\|59.62\|60.38\|58.86\|12680;2026-05-11\|64.19\|7.00\|59.99\|65.89\|59.73\|44478;2026-05-12\|62.90\|-2.01\|64.11\|64.11\|62.06\|22356;2026-05-13\|65.86\|4.71\|62.00\|67.00\|62.00\|38050;2026-05-14\|64.03\|-2.78\|65.39\|66.92\|64.02\|20134;2026-05-15\|64.66\|0.98\|64.04\|65.54\|63.22\|22913;2026-05-18\|65.21\|0.85\|64.97\|66.77\|63.37\|21605;2026-05-19\|65.97\|1.17\|65.89\|66.09\|64.44\|16769;2026-05-20\|66.75\|1.18\|66.00\|66.80\|64.87\|18422;2026-05-21\|65.12\|-2.44\|67.50\|70.50\|65.00\|41911;2026-05-22\|67.89\|4.25\|65.15\|69.14\|64.86\|23431;2026-05-25\|66.95\|-1.38\|67.90\|68.50\|66.43\|21224;2026-05-26\|64.86\|-3.12\|67.22\|67.22\|63.50\|26992;2026-05-27\|64.60\|-0.40\|64.34\|65.75\|63.65\|18628;2026-05-28\|68.90\|6.66\|63.81\|69.50\|63.81\|37415;2026-05-29\|63.64\|-7.63\|68.71\|68.89\|63.10\|32699;2026-06-01\|62.05\|-2.50\|63.55\|64.98\|61.14\|24541;2026-06-02\|62.24\|0.31\|61.65\|63.46\|58.80\|26562;2026-06-03\|61.89\|-0.56\|62.23\|64.37\|61.02\|19384;2026-06-04\|61.95\|0.10\|60.91\|64.07\|60.61\|17911;2026-06-05\|62.00\|0.08\|61.95\|63.86\|59.81\|22614;2026-06-08\|57.87\|-6.66\|56.00\|60.65\|56.00\|27859;2026-06-09\|60.70\|4.89\|58.00\|62.00\|57.11\|33946;2026-06-10\|58.90\|-2.97\|60.10\|61.46\|57.40\|19944;2026-06-11\|60.43\|2.60\|58.09\|61.38\|58.06\|26426;2026-06-12\|58.57\|-3.08\|61.51\|61.75\|57.65\|22881;2026-06-15\|62.39\|6.52\|58.32\|62.49\|58.32\|34347;2026-06-16\|62.75\|0.58\|62.40\|63.68\|61.52\|16671;2026-06-17\|64.03\|2.04\|62.35\|64.30\|62.20\|18183;2026-06-18\|64.64\|0.95\|64.03\|66.50\|63.45\|20997;2026-06-22\|64.20\|-0.68\|65.13\|67.10\|63.08\|34207;2026-06-23\|62.49\|-2.66\|64.56\|65.50\|61.67\|26354;2026-06-24\|60.04\|-3.92\|62.00\|63.11\|59.11\|27171;2026-06-25\|58.45\|-2.65\|59.90\|61.15\|57.99\|25846;2026-06-26\|59.66\|2.07\|59.60\|61.61\|57.51\|40547;2026-06-29\|66.88\|12.10\|60.27\|68.10\|60.25\|74274;2026-06-30\|74.41\|11.26\|66.78\|76.60\|66.43\|65625;2026-07-01\|69.62\|-6.44\|73.55\|75.55\|68.71\|58433;2026-07-02\|74.85\|7.51\|68.00\|77.00\|66.08\|69100;2026-07-03\|73.01\|-2.16\|76.01\|77.99\|71.43\|51634;2026-07-06\|85.26\|16.78\|71.51\|87.61\|71.51\|90668;2026-07-07\|88.95\|4.33\|86.71\|93.00\|82.90\|91891;2026-07-08\|87.70\|-1.41\|88.14\|91.00\|85.00\|68249;2026-07-09\|100.97\|15.13\|93.00\|102.55\|86.11\|113593;2026-07-10\|103.00\|2.01\|101.46\|112.99\|100.00\|11693315
117534	我国核聚变堆超导磁体研发取得重要突破	涨停揭秘：核聚变超导磁体技术突破催化，西部超导作为ITER低温超导线材唯一中国供应商获资金抢筹；涨停缘由：公司是ITER计划低温超导线材唯一中国供应商，已完成CRAFT项目交付并启动BEST项目批量供货；国内聚变装置EAST、HL-2M等持续依赖其高性能Nb3Sn及NbTi线材；高温超导带材研发取得阶段性成果；资金逻辑：涨停当日主力资金净流入超1.2亿元，特大单与大单合计占比超七成，融资融券余额突破百亿，机构持仓比例持续上升；风险提示：ITER项目周期长、付款节奏慢，应收账款周转压力较大；国际地缘因素可能影响出口交付稳定性	公司是 ITER 计划低温超导线材的唯一中国供应商，已完成国内核聚变 CRAFT 项目用超导线材交付，并开始为 BEST 聚变项目批量供货，其产品是 EAST 等核聚变装置的关键材料	2026-03-03\|84.08\|-7.61\|90.01\|90.44\|83.70\|268191;2026-03-04\|83.70\|-0.45\|81.59\|85.99\|81.58\|140974;2026-03-05\|87.16\|4.13\|85.40\|89.05\|85.05\|233937;2026-03-06\|85.92\|-1.42\|86.15\|88.00\|85.10\|145877;2026-03-09\|83.20\|-3.17\|84.50\|84.61\|81.80\|160053;2026-03-10\|84.30\|1.32\|84.20\|85.49\|82.91\|131155;2026-03-11\|83.56\|-0.88\|84.47\|85.88\|83.51\|127650;2026-03-12\|78.98\|-5.48\|82.60\|83.17\|78.09\|257758;2026-03-13\|78.00\|-1.24\|78.44\|80.23\|77.41\|152580;2026-03-16\|76.93\|-1.37\|77.60\|77.73\|75.41\|129292;2026-03-17\|74.46\|-3.21\|77.35\|77.70\|74.24\|118106;2026-03-18\|74.25\|-0.28\|74.57\|74.87\|73.08\|131679;2026-03-19\|71.54\|-3.65\|73.00\|73.17\|71.25\|150319;2026-03-20\|71.18\|-0.50\|71.74\|72.80\|71.18\|136781;2026-03-23\|68.27\|-4.09\|69.88\|70.60\|67.59\|148544;2026-03-24\|70.20\|2.83\|69.80\|70.31\|67.24\|142806;2026-03-25\|71.62\|2.02\|70.50\|72.30\|70.45\|124460;2026-03-26\|71.85\|0.32\|72.08\|72.60\|70.71\|109416;2026-03-27\|71.80\|-0.07\|70.24\|72.28\|69.88\|89332;2026-03-30\|71.35\|-0.63\|70.09\|71.46\|69.94\|83615;2026-03-31\|70.91\|-0.62\|71.50\|73.20\|70.90\|118661;2026-04-01\|71.92\|1.42\|72.80\|72.80\|71.27\|84204;2026-04-02\|69.60\|-3.23\|71.97\|71.97\|69.17\|92831;2026-04-03\|68.58\|-1.47\|69.60\|70.28\|68.31\|72655;2026-04-07\|68.60\|0.03\|68.54\|69.58\|68.08\|70560;2026-04-08\|73.27\|6.81\|70.32\|73.30\|70.32\|145619;2026-04-09\|72.19\|-1.47\|72.36\|73.09\|71.72\|84717;2026-04-10\|72.49\|0.42\|73.07\|73.87\|72.30\|105039;2026-04-13\|71.98\|-0.70\|72.28\|72.52\|71.60\|79011;2026-04-14\|73.46\|2.06\|72.51\|73.97\|72.51\|107191;2026-04-15\|73.30\|-0.22\|73.00\|76.23\|72.22\|198872;2026-04-16\|73.76\|0.63\|73.23\|73.86\|72.19\|116915;2026-04-17\|73.53\|-0.31\|73.30\|74.18\|72.89\|110505;2026-04-20\|75.35\|2.48\|73.53\|75.48\|73.04\|167959;2026-04-21\|74.53\|-1.09\|75.60\|76.00\|74.31\|124454;2026-04-22\|74.32\|-0.28\|74.10\|74.94\|73.70\|130164;2026-04-23\|72.00\|-3.12\|74.50\|74.72\|71.41\|162695;2026-04-24\|69.98\|-2.81\|71.40\|71.99\|69.81\|142128;2026-04-27\|70.43\|0.64\|69.81\|71.50\|68.20\|164350;2026-04-28\|67.65\|-3.95\|70.23\|70.80\|67.24\|163017;2026-04-29\|62.87\|-7.07\|62.49\|63.03\|60.21\|307846;2026-04-30\|64.72\|2.94\|62.20\|65.16\|61.78\|223160;2026-05-06\|65.40\|1.05\|64.78\|67.76\|64.78\|215010;2026-05-07\|67.85\|3.75\|66.20\|68.11\|65.37\|167885;2026-05-08\|67.84\|-0.01\|67.58\|68.08\|66.66\|138604;2026-05-11\|68.56\|1.06\|69.08\|70.13\|68.11\|169052;2026-05-12\|66.95\|-2.35\|68.80\|68.97\|66.58\|144396;2026-05-13\|67.78\|1.24\|66.50\|68.18\|66.34\|130360;2026-05-14\|64.86\|-4.31\|67.93\|68.46\|64.86\|152447;2026-05-15\|63.41\|-2.24\|64.86\|65.34\|63.00\|150205;2026-05-18\|63.44\|0.05\|62.93\|64.46\|62.66\|95241;2026-05-19\|63.48\|0.06\|63.82\|63.90\|61.95\|110986;2026-05-20\|62.70\|-1.23\|63.11\|63.33\|62.14\|105670;2026-05-21\|62.25\|-0.72\|63.04\|66.33\|62.12\|204616;2026-05-22\|63.83\|2.54\|65.00\|65.86\|63.03\|165275;2026-05-25\|73.29\|14.82\|64.89\|73.88\|64.17\|434926;2026-05-26\|69.74\|-4.84\|71.95\|72.00\|68.87\|313761;2026-05-27\|70.21\|0.67\|69.08\|72.50\|69.00\|263174;2026-05-28\|72.87\|3.79\|70.73\|73.73\|70.25\|303528;2026-05-29\|67.56\|-7.29\|72.50\|73.72\|67.51\|264719;2026-06-01\|67.32\|-0.36\|67.20\|69.58\|66.89\|160527;2026-06-02\|64.21\|-4.62\|67.71\|67.90\|63.02\|184036;2026-06-03\|63.90\|-0.48\|64.00\|66.46\|62.68\|207987;2026-06-04\|63.01\|-1.39\|62.94\|63.88\|62.00\|141861;2026-06-05\|60.69\|-3.68\|63.50\|63.68\|60.68\|173166;2026-06-08\|55.61\|-8.37\|58.90\|59.58\|55.34\|233490;2026-06-09\|56.44\|1.49\|56.05\|56.72\|54.72\|161938;2026-06-10\|53.90\|-4.50\|55.80\|55.90\|53.53\|166745;2026-06-11\|53.70\|-0.37\|53.60\|54.43\|53.01\|112411;2026-06-12\|54.41\|1.32\|54.58\|56.10\|54.10\|177647;2026-06-15\|57.38\|5.46\|54.76\|57.46\|54.55\|190767;2026-06-16\|58.74\|2.37\|57.38\|59.80\|56.40\|196584;2026-06-17\|58.60\|-0.24\|58.40\|58.96\|57.51\|152816;2026-06-18\|60.30\|2.90\|58.60\|61.18\|58.00\|183420;2026-06-22\|59.55\|-1.24\|59.80\|59.99\|57.74\|177157;2026-06-23\|56.67\|-4.84\|59.28\|59.29\|56.40\|159954;2026-06-24\|56.28\|-0.69\|57.00\|57.00\|55.54\|124738;2026-06-25\|55.54\|-1.31\|55.96\|57.78\|54.95\|143756;2026-06-26\|53.10\|-4.39\|56.03\|56.46\|53.08\|162410;2026-06-29\|60.00\|12.99\|58.36\|63.66\|57.71\|443303;2026-06-30\|62.81\|4.68\|60.08\|63.84\|59.08\|344429;2026-07-01\|60.32\|-3.96\|62.60\|62.87\|60.10\|279644;2026-07-02\|57.30\|-5.01\|59.70\|60.22\|56.88\|226508;2026-07-03\|58.00\|1.22\|57.48\|58.96\|57.21\|167092;2026-07-06\|56.30\|-2.93\|58.60\|59.50\|56.01\|164056;2026-07-07\|54.49\|-3.21\|56.20\|56.74\|54.33\|121892;2026-07-08\|53.28\|-2.22\|54.49\|55.00\|53.02\|113725;2026-07-09\|54.37\|2.05\|53.33\|54.52\|50.62\|183896;2026-07-10\|56.73\|4.34\|54.01\|59.22\|53.53\|25992482
117533	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电装备+国企改革行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2023年11月30日互动易，公司曾参与国际热核聚变实验堆ITER项目我国承制部分的个别部件制造工作，具备相关领域技术储备。 2、据2026年4月25日年报，公司主要从事高端装备机械制造及高端材料业务，为核电、石化、能源及国防等提供重大技术装备，建立了完善的核电装备材料研发和生产制造体系，在核岛主管道设备、核一级容器类锻件等细分市场处于行业领先地位。 3、据公司公告，公司最终控制人为青岛西海岸新区国有资产管理局，具备国企改革背景。	核岛装备材料研制的先行者；公司建立了完善的核电装备材料研发和生产制造体系，在核岛主管道设备、核后处理装备这一细分市场，处于国内外领先地位	2026-03-03\|7.64\|-5.56\|8.00\|8.02\|7.61\|901889;2026-03-04\|7.72\|1.05\|7.50\|7.82\|7.46\|501711;2026-03-05\|8.20\|6.22\|7.79\|8.33\|7.79\|1754408;2026-03-06\|8.08\|-1.46\|8.05\|8.11\|7.98\|960567;2026-03-09\|8.36\|3.47\|7.95\|8.39\|7.93\|1515951;2026-03-10\|8.32\|-0.48\|8.36\|8.43\|8.17\|1155131;2026-03-11\|8.15\|-2.04\|8.26\|8.26\|8.11\|748885;2026-03-12\|8.63\|5.89\|8.12\|8.97\|7.96\|2749698;2026-03-13\|8.88\|2.90\|8.50\|9.17\|8.30\|3429171;2026-03-16\|8.36\|-5.86\|8.78\|8.88\|8.23\|2261934;2026-03-17\|8.09\|-3.23\|8.29\|8.57\|8.06\|1666457;2026-03-18\|7.98\|-1.36\|8.10\|8.30\|7.77\|1258762;2026-03-19\|7.83\|-1.88\|7.80\|8.07\|7.73\|883527;2026-03-20\|7.77\|-0.77\|7.86\|8.12\|7.75\|1031613;2026-03-23\|7.40\|-4.76\|7.61\|7.77\|7.21\|1112074;2026-03-24\|7.59\|2.57\|7.56\|7.59\|7.27\|847210;2026-03-25\|7.97\|5.01\|7.60\|8.35\|7.58\|1389146;2026-03-26\|7.66\|-3.89\|7.96\|7.97\|7.66\|901017;2026-03-27\|7.70\|0.52\|7.51\|7.81\|7.45\|586374;2026-03-30\|7.60\|-1.30\|7.55\|7.69\|7.50\|457127;2026-03-31\|7.35\|-3.29\|7.59\|7.66\|7.34\|579663;2026-04-01\|7.50\|2.04\|7.46\|7.53\|7.37\|524790;2026-04-02\|7.28\|-2.93\|7.43\|7.50\|7.26\|460008;2026-04-03\|7.04\|-3.30\|7.29\|7.31\|7.02\|486721;2026-04-07\|7.15\|1.56\|7.04\|7.16\|6.96\|336128;2026-04-08\|7.35\|2.80\|7.24\|7.36\|7.24\|476743;2026-04-09\|7.17\|-2.45\|7.26\|7.27\|7.16\|356206;2026-04-10\|7.22\|0.70\|7.20\|7.30\|7.19\|314697;2026-04-13\|7.24\|0.28\|7.20\|7.26\|7.13\|285211;2026-04-14\|7.29\|0.69\|7.25\|7.30\|7.21\|335261;2026-04-15\|7.23\|-0.82\|7.34\|7.40\|7.20\|431593;2026-04-16\|7.28\|0.69\|7.27\|7.28\|7.16\|321259;2026-04-17\|7.22\|-0.82\|7.27\|7.31\|7.18\|331368;2026-04-20\|7.36\|1.94\|7.20\|7.36\|7.18\|486901;2026-04-21\|7.24\|-1.63\|7.33\|7.33\|7.18\|382166;2026-04-22\|7.15\|-1.24\|7.23\|7.23\|7.11\|389603;2026-04-23\|7.08\|-0.98\|7.15\|7.21\|7.04\|332661;2026-04-24\|6.99\|-1.27\|7.08\|7.08\|6.98\|298203;2026-04-27\|7.36\|5.29\|7.22\|7.46\|7.22\|868230;2026-04-28\|7.41\|0.68\|7.26\|7.44\|7.22\|659113;2026-04-29\|7.45\|0.54\|7.42\|7.45\|7.32\|555460;2026-04-30\|7.49\|0.54\|7.40\|7.55\|7.38\|516741;2026-05-06\|7.64\|2.00\|7.48\|7.68\|7.46\|740116;2026-05-07\|7.59\|-0.65\|7.60\|7.68\|7.52\|625131;2026-05-08\|7.57\|-0.26\|7.53\|7.62\|7.48\|481774;2026-05-11\|7.67\|1.32\|7.59\|7.71\|7.56\|635269;2026-05-12\|7.63\|-0.52\|7.68\|7.75\|7.58\|567057;2026-05-13\|7.87\|3.15\|7.58\|7.93\|7.57\|921421;2026-05-14\|7.62\|-3.18\|7.87\|7.99\|7.61\|806197;2026-05-15\|7.60\|-0.26\|7.59\|7.71\|7.51\|546563;2026-05-18\|7.53\|-0.92\|7.56\|7.60\|7.45\|436736;2026-05-19\|7.56\|0.40\|7.51\|7.60\|7.38\|508387;2026-05-20\|7.31\|-3.31\|7.50\|7.54\|7.26\|489245;2026-05-21\|7.09\|-3.01\|7.30\|7.37\|7.07\|469973;2026-05-22\|7.11\|0.28\|7.12\|7.16\|7.06\|309745;2026-05-25\|7.15\|0.56\|7.12\|7.25\|7.06\|336131;2026-05-26\|6.83\|-4.48\|7.11\|7.12\|6.72\|676501;2026-05-27\|6.87\|0.59\|6.79\|7.03\|6.74\|462317;2026-05-28\|7.04\|2.47\|6.78\|7.22\|6.75\|606522;2026-05-29\|6.90\|-1.99\|6.98\|7.20\|6.84\|618403;2026-06-01\|6.83\|-1.01\|6.83\|6.90\|6.75\|418169;2026-06-02\|6.59\|-3.51\|6.78\|6.78\|6.55\|480598;2026-06-03\|6.46\|-1.97\|6.60\|6.66\|6.36\|529988;2026-06-04\|6.26\|-3.10\|6.40\|6.40\|6.18\|524670;2026-06-05\|6.28\|0.32\|6.24\|6.44\|6.21\|438060;2026-06-08\|6.04\|-3.82\|6.14\|6.24\|5.98\|380487;2026-06-09\|6.27\|3.81\|6.11\|6.43\|6.05\|631261;2026-06-10\|6.06\|-3.35\|6.16\|6.27\|6.03\|435121;2026-06-11\|5.96\|-1.65\|6.00\|6.08\|5.92\|360996;2026-06-12\|5.99\|0.50\|5.99\|6.12\|5.95\|373162;2026-06-15\|6.15\|2.67\|6.04\|6.17\|6.03\|354046;2026-06-16\|6.24\|1.46\|6.16\|6.34\|6.15\|414217;2026-06-17\|6.11\|-2.08\|6.17\|6.27\|6.04\|366414;2026-06-18\|5.95\|-2.62\|6.11\|6.11\|5.93\|343500;2026-06-22\|5.90\|-0.84\|5.91\|5.92\|5.71\|428036;2026-06-23\|5.94\|0.68\|6.15\|6.28\|5.88\|487595;2026-06-24\|5.68\|-4.38\|5.88\|5.89\|5.66\|404317;2026-06-25\|5.65\|-0.53\|5.63\|5.79\|5.55\|368094;2026-06-26\|5.43\|-3.89\|5.71\|5.88\|5.43\|402709;2026-06-29\|5.97\|9.94\|5.55\|5.97\|5.55\|876747;2026-06-30\|5.93\|-0.67\|5.92\|5.98\|5.82\|721960;2026-07-01\|5.98\|0.84\|5.99\|6.10\|5.82\|689965;2026-07-02\|5.73\|-4.18\|5.93\|5.98\|5.72\|524968;2026-07-03\|5.80\|1.22\|5.74\|5.87\|5.71\|284731;2026-07-06\|5.66\|-2.41\|5.82\|5.85\|5.66\|292774;2026-07-07\|5.46\|-3.53\|5.64\|5.70\|5.41\|325933;2026-07-08\|5.19\|-4.95\|5.40\|5.45\|5.18\|366681;2026-07-09\|5.22\|0.58\|5.15\|5.23\|5.02\|342449;2026-07-10\|5.27\|0.96\|5.26\|5.42\|5.16\|397688
117532	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电建造+分红行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年1月9日异常波动公告，公司可控核聚变相关业务占比极低；据2025年6月25日互动易，公司服务核能“三步走”战略，参与了国际热核聚变ITER项目及中核集团环流三号聚变装置改造工程。 2、据2025年年度报告，公司是全球唯一一家41年不间断从事核电建造的领先企业，国内核电建造市场份额保持领先，截至2025年末同时在建36台核电机组，创历史新高。 3、据2026年6月25日公司公告，公司2025年年度权益分派实施，每股派发现金红利0.05元含税，股权登记日为2026年7月1日。	公司是我国国防军工工程重要承包商之一，是我国核电工程建设的“国家队”；核心业务模块包括军工工程、核电工程及工业与民用工程建设	2026-03-03\|15.48\|-9.05\|17.02\|17.04\|15.36\|1208183;2026-03-04\|15.69\|1.36\|15.13\|16.05\|15.05\|597754;2026-03-05\|16.79\|7.01\|15.86\|17.26\|15.85\|1821662;2026-03-06\|16.56\|-1.37\|16.71\|16.97\|16.42\|1250792;2026-03-09\|17.23\|4.05\|16.30\|17.44\|16.25\|1312670;2026-03-10\|17.40\|0.99\|17.00\|17.63\|16.89\|1167255;2026-03-11\|17.28\|-0.69\|17.32\|17.76\|17.09\|1059124;2026-03-12\|17.46\|1.04\|17.10\|18.13\|16.39\|1543258;2026-03-13\|19.21\|10.02\|17.14\|19.21\|16.80\|3072970;2026-03-16\|17.90\|-6.82\|19.00\|19.24\|17.29\|2904190;2026-03-17\|16.43\|-8.21\|17.41\|17.49\|16.31\|1553259;2026-03-18\|16.13\|-1.83\|16.24\|16.52\|15.77\|1088323;2026-03-19\|15.48\|-4.03\|15.88\|16.14\|15.33\|877275;2026-03-20\|14.75\|-4.72\|15.53\|15.82\|14.75\|852159;2026-03-23\|14.42\|-2.24\|14.23\|15.05\|14.00\|823304;2026-03-24\|14.52\|0.69\|14.70\|14.83\|14.14\|647850;2026-03-25\|14.94\|2.89\|14.59\|15.17\|14.58\|806831;2026-03-26\|14.28\|-4.42\|14.99\|14.99\|14.26\|599420;2026-03-27\|14.29\|0.07\|14.03\|14.42\|14.01\|375329;2026-03-30\|14.15\|-0.98\|14.10\|14.26\|13.88\|458253;2026-03-31\|14.01\|-0.99\|14.15\|14.41\|13.97\|393234;2026-04-01\|14.55\|3.85\|14.29\|14.66\|14.03\|580964;2026-04-02\|14.14\|-2.82\|14.44\|14.71\|14.04\|491096;2026-04-03\|13.29\|-6.01\|14.13\|14.15\|13.25\|648153;2026-04-07\|13.26\|-0.23\|13.28\|13.50\|13.20\|331132;2026-04-08\|14.08\|6.18\|13.56\|14.11\|13.53\|638612;2026-04-09\|13.82\|-1.85\|13.87\|13.99\|13.76\|339903;2026-04-10\|14.18\|2.60\|13.86\|14.35\|13.86\|485970;2026-04-13\|14.11\|-0.49\|14.01\|14.24\|13.94\|307870;2026-04-14\|14.17\|0.43\|14.20\|14.28\|14.03\|331945;2026-04-15\|14.37\|1.41\|14.40\|14.72\|14.29\|606829;2026-04-16\|14.41\|0.28\|14.47\|14.53\|14.29\|357710;2026-04-17\|14.27\|-0.97\|14.35\|14.55\|14.08\|426643;2026-04-20\|14.45\|1.26\|14.12\|14.48\|14.06\|453568;2026-04-21\|14.25\|-1.38\|14.46\|14.47\|14.17\|296218;2026-04-22\|14.18\|-0.49\|14.15\|14.22\|14.05\|311257;2026-04-23\|14.03\|-1.06\|14.24\|14.36\|13.87\|379035;2026-04-24\|13.74\|-2.07\|13.93\|14.05\|13.72\|298611;2026-04-27\|13.47\|-1.97\|13.45\|13.69\|13.41\|352623;2026-04-28\|12.94\|-3.93\|13.42\|13.45\|12.75\|571269;2026-04-29\|13.10\|1.24\|12.88\|13.12\|12.81\|292734;2026-04-30\|13.34\|1.83\|13.08\|13.40\|12.94\|443467;2026-05-06\|13.43\|0.67\|13.34\|13.50\|13.33\|323831;2026-05-07\|13.84\|3.05\|13.50\|14.07\|13.33\|699132;2026-05-08\|13.60\|-1.73\|13.82\|13.82\|13.52\|417982;2026-05-11\|13.82\|1.62\|13.60\|14.16\|13.60\|475902;2026-05-12\|13.69\|-0.94\|13.82\|14.05\|13.67\|409957;2026-05-13\|13.83\|1.02\|13.62\|14.02\|13.53\|446897;2026-05-14\|13.23\|-4.34\|13.82\|13.82\|13.22\|484490;2026-05-15\|12.99\|-1.81\|13.21\|13.37\|12.91\|417758;2026-05-18\|12.84\|-1.15\|12.94\|12.95\|12.75\|263234;2026-05-19\|13.12\|2.18\|12.88\|13.29\|12.67\|409370;2026-05-20\|12.70\|-3.20\|12.97\|13.03\|12.67\|317618;2026-05-21\|12.37\|-2.60\|12.69\|12.80\|12.36\|319316;2026-05-22\|12.38\|0.08\|12.39\|12.45\|12.22\|231947;2026-05-25\|12.06\|-2.58\|12.19\|12.37\|11.91\|449552;2026-05-26\|11.92\|-1.16\|12.02\|12.03\|11.63\|388767;2026-05-27\|11.98\|0.50\|11.88\|12.25\|11.83\|372647;2026-05-28\|12.54\|4.67\|11.89\|12.85\|11.89\|746203;2026-05-29\|12.03\|-4.07\|12.20\|12.34\|11.95\|533888;2026-06-01\|11.78\|-2.08\|11.98\|12.05\|11.76\|338805;2026-06-02\|11.56\|-1.87\|11.73\|11.80\|11.23\|379246;2026-06-03\|11.55\|-0.09\|11.50\|11.70\|11.37\|271316;2026-06-04\|11.27\|-2.42\|11.41\|11.58\|11.18\|287475;2026-06-05\|11.10\|-1.51\|11.25\|11.43\|11.07\|301898;2026-06-08\|10.68\|-3.78\|10.84\|11.04\|10.58\|326857;2026-06-09\|10.92\|2.25\|10.78\|11.06\|10.63\|333965;2026-06-10\|10.60\|-2.93\|10.86\|10.94\|10.45\|274537;2026-06-11\|10.46\|-1.32\|10.50\|10.61\|10.36\|213140;2026-06-12\|10.72\|2.49\|10.65\|10.88\|10.55\|283288;2026-06-15\|11.17\|4.20\|10.73\|11.20\|10.73\|355164;2026-06-16\|11.36\|1.70\|11.17\|11.85\|11.16\|571769;2026-06-17\|11.63\|2.38\|11.20\|11.91\|11.03\|704673;2026-06-18\|11.02\|-5.25\|11.33\|11.42\|10.96\|544556;2026-06-22\|11.16\|1.27\|10.91\|11.18\|10.67\|393156;2026-06-23\|10.76\|-3.58\|11.15\|11.25\|10.70\|304775;2026-06-24\|10.53\|-2.14\|10.80\|10.88\|10.37\|275759;2026-06-25\|10.43\|-0.95\|10.52\|10.88\|10.38\|295418;2026-06-26\|10.09\|-3.26\|10.80\|10.90\|10.06\|474947;2026-06-29\|11.10\|10.01\|10.32\|11.10\|10.32\|786301;2026-06-30\|11.15\|0.45\|11.18\|11.49\|10.93\|868124;2026-07-01\|11.28\|1.17\|11.10\|11.64\|10.87\|752157;2026-07-02\|10.70\|-4.72\|11.05\|11.13\|10.70\|550123;2026-07-03\|10.83\|1.22\|10.78\|10.98\|10.66\|291466;2026-07-06\|10.61\|-2.03\|10.80\|10.91\|10.60\|263158;2026-07-07\|10.33\|-2.64\|10.52\|10.60\|10.25\|236360;2026-07-08\|10.02\|-3.00\|10.35\|10.38\|9.98\|330641;2026-07-09\|10.08\|0.60\|9.97\|10.11\|9.73\|325788;2026-07-10\|10.32\|2.38\|10.05\|10.59\|9.95\|417380
117531	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电+余热锅炉行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2025年年度报告，公司完成面向聚变工程应用的冷屏自主研制，其中BEST装置中部冷屏已通过现场低温测试，标志公司具备极低温-269℃高精密制造能力，进入聚变产业链核心圈。 2、据2026年4月11日投资者关系管理信息，公司积极拓展可控核聚变等新领域设备制造；目前核电在手订单充裕，第四代核电项目扩能建设正常推进，预计2027年投产。 3、公司主营工业余热锅炉、压力容器及核安全设备制造，工业余热锅炉国内市场占有率保持前列；核电设备覆盖热核聚变堆ITER、BEST等国内外主要堆型。	公司深度参与全球可控核聚变实验堆（ITER）项目，承制2MWt液态燃料钍基熔盐实验堆安全专设装置	2026-03-03\|12.37\|-5.72\|13.07\|13.13\|12.37\|450697;2026-03-04\|12.47\|0.81\|12.20\|12.74\|12.16\|267133;2026-03-05\|13.18\|5.69\|12.61\|13.25\|12.61\|612398;2026-03-06\|13.11\|-0.53\|13.10\|13.28\|12.91\|398778;2026-03-09\|13.06\|-0.38\|12.95\|13.13\|12.80\|327471;2026-03-10\|13.18\|0.92\|13.15\|13.25\|13.00\|350437;2026-03-11\|13.06\|-0.91\|13.22\|13.28\|12.99\|369694;2026-03-12\|12.89\|-1.30\|12.96\|13.18\|12.51\|500167;2026-03-13\|13.50\|4.73\|12.78\|13.64\|12.69\|1017156;2026-03-16\|13.10\|-2.96\|13.50\|13.59\|13.02\|652845;2026-03-17\|12.39\|-5.42\|13.10\|13.15\|12.39\|492310;2026-03-18\|12.33\|-0.48\|12.37\|12.52\|12.05\|308334;2026-03-19\|11.90\|-3.49\|12.13\|12.21\|11.85\|309240;2026-03-20\|11.36\|-4.54\|11.90\|12.02\|11.35\|307056;2026-03-23\|10.74\|-5.46\|11.00\|11.38\|10.70\|337040;2026-03-24\|11.13\|3.63\|11.02\|11.14\|10.75\|270980;2026-03-25\|11.24\|0.99\|11.14\|11.33\|11.11\|223568;2026-03-26\|11.04\|-1.78\|11.25\|11.35\|10.97\|197127;2026-03-27\|11.29\|2.26\|10.86\|11.29\|10.80\|187769;2026-03-30\|10.97\|-2.83\|11.00\|11.17\|10.83\|215016;2026-03-31\|10.75\|-2.01\|11.00\|11.07\|10.75\|182620;2026-04-01\|10.97\|2.05\|10.97\|11.01\|10.78\|173785;2026-04-02\|10.62\|-3.19\|10.90\|11.03\|10.57\|191859;2026-04-03\|10.28\|-3.20\|10.70\|10.72\|10.27\|171537;2026-04-07\|10.34\|0.58\|10.31\|10.42\|10.26\|116432;2026-04-08\|10.77\|4.16\|10.57\|10.80\|10.57\|207029;2026-04-09\|10.57\|-1.86\|10.67\|10.71\|10.53\|176483;2026-04-10\|10.76\|1.80\|10.62\|10.87\|10.62\|190458;2026-04-13\|10.80\|0.37\|10.66\|10.82\|10.61\|139348;2026-04-14\|10.89\|0.83\|10.88\|10.95\|10.77\|159546;2026-04-15\|10.87\|-0.18\|11.00\|11.11\|10.83\|217804;2026-04-16\|10.91\|0.37\|10.86\|10.93\|10.80\|154840;2026-04-17\|10.89\|-0.18\|10.91\|10.95\|10.74\|183968;2026-04-20\|11.06\|1.56\|10.83\|11.07\|10.83\|206023;2026-04-21\|10.80\|-2.35\|11.06\|11.06\|10.76\|198107;2026-04-22\|10.84\|0.37\|10.74\|10.86\|10.70\|141421;2026-04-23\|10.75\|-0.83\|10.88\|11.10\|10.60\|224954;2026-04-24\|10.57\|-1.67\|10.68\|10.70\|10.51\|158509;2026-04-27\|10.78\|1.99\|10.60\|10.79\|10.51\|137892;2026-04-28\|11.14\|3.34\|11.00\|11.30\|10.99\|435834;2026-04-29\|11.13\|-0.09\|11.06\|11.14\|10.96\|228300;2026-04-30\|11.28\|1.35\|11.08\|11.31\|11.08\|260067;2026-05-06\|11.38\|0.89\|11.22\|11.40\|11.22\|272061;2026-05-07\|11.37\|-0.09\|11.43\|11.49\|11.23\|256759;2026-05-08\|11.33\|0.00\|11.36\|11.38\|11.23\|206567;2026-05-11\|11.43\|0.88\|11.44\|11.53\|11.38\|230478;2026-05-12\|11.18\|-2.19\|11.42\|11.43\|11.12\|232946;2026-05-13\|11.33\|1.34\|11.15\|11.40\|11.13\|229341;2026-05-14\|11.06\|-2.38\|11.35\|11.42\|11.06\|273585;2026-05-15\|10.90\|-1.45\|11.02\|11.15\|10.81\|211486;2026-05-18\|10.82\|-0.73\|10.79\|10.91\|10.66\|176520;2026-05-19\|11.07\|2.31\|10.80\|11.08\|10.65\|205742;2026-05-20\|10.76\|-2.80\|11.01\|11.01\|10.66\|175577;2026-05-21\|10.30\|-4.28\|10.84\|10.87\|10.27\|243276;2026-05-22\|10.40\|0.97\|10.34\|10.45\|10.28\|153602;2026-05-25\|10.47\|0.67\|10.40\|10.57\|10.32\|140760;2026-05-26\|9.98\|-4.68\|10.37\|10.40\|9.88\|271961;2026-05-27\|10.03\|0.50\|9.97\|10.33\|9.91\|242463;2026-05-28\|10.22\|1.89\|10.03\|10.38\|9.96\|228870;2026-05-29\|9.75\|-4.60\|10.20\|10.24\|9.71\|260898;2026-06-01\|9.83\|0.82\|9.71\|9.96\|9.71\|130035;2026-06-02\|9.62\|-2.14\|9.84\|9.84\|9.35\|200332;2026-06-03\|9.63\|0.10\|9.57\|9.78\|9.49\|139872;2026-06-04\|9.48\|-1.56\|9.55\|9.65\|9.40\|132935;2026-06-05\|9.43\|-0.53\|9.48\|9.61\|9.27\|159651;2026-06-08\|9.06\|-3.92\|9.25\|9.40\|8.91\|197127;2026-06-09\|9.10\|0.44\|9.10\|9.20\|9.01\|138980;2026-06-10\|8.91\|-2.09\|9.01\|9.05\|8.76\|187823;2026-06-11\|8.93\|0.22\|8.83\|9.08\|8.81\|127733;2026-06-12\|9.19\|2.91\|9.08\|9.24\|8.91\|219327;2026-06-15\|9.90\|7.73\|9.22\|10.06\|9.22\|417442;2026-06-16\|9.80\|-1.01\|9.73\|10.00\|9.72\|271641;2026-06-17\|9.50\|-3.06\|9.71\|9.86\|9.40\|250735;2026-06-18\|9.36\|-1.47\|9.50\|9.63\|9.30\|183414;2026-06-22\|9.40\|0.43\|9.36\|9.44\|9.01\|215881;2026-06-23\|9.16\|-2.55\|9.32\|9.48\|9.12\|175104;2026-06-24\|9.08\|-0.87\|9.20\|9.32\|9.04\|160572;2026-06-25\|9.27\|2.09\|9.03\|9.72\|9.01\|263519;2026-06-26\|8.82\|-4.85\|9.40\|9.58\|8.82\|271068;2026-06-29\|9.70\|9.98\|9.14\|9.70\|9.14\|418249;2026-06-30\|9.82\|1.24\|9.61\|9.89\|9.47\|551479;2026-07-01\|9.76\|-0.61\|9.83\|9.96\|9.65\|351899;2026-07-02\|9.40\|-3.69\|9.70\|9.72\|9.38\|313097;2026-07-03\|9.45\|0.53\|9.40\|9.55\|9.32\|201215;2026-07-06\|9.47\|0.21\|9.40\|9.67\|9.39\|201464;2026-07-07\|9.02\|-4.75\|9.41\|9.44\|8.99\|189761;2026-07-08\|8.56\|-5.10\|8.96\|9.01\|8.55\|213237;2026-07-09\|8.42\|-1.64\|8.58\|8.63\|8.14\|210192;2026-07-10\|8.45\|0.36\|8.39\|8.70\|8.30\|179274
117530	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电阀门+央企+控股股东增持行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年6月4日投资者关系活动记录表，公司正积极进行聚变堆的相关技术积累，对接核聚变阀门设备需求单位，可有力支撑核聚变阀门的自主开发和供货。 2、据2026年4月28日年报，公司作为全球核电阀门领域头部企业之一，具备二代、三代核电机组阀门成套供货能力及四代核电机组关键阀门供货能力，核级关键阀门综合市场占有率超50%。 3、据2026年6月18日公告，公司澄清未涉及“硅-28”相关业务，主营为工业用阀门的研发设计、生产、销售及服务，最终控制人为国务院国有资产监督管理委员会。 4、据2026年6月5日公告，公司控股股东中国核电工程有限公司于2026年6月4日增持100.5万股，并计划在2026年12月3日前以不超过4000万元继续增持。	中核集团宣布其首次成功实现丰度超过99.99%的硅-28同位素自主量产，产品关键指标达到国际先进水平	2026-03-03\|23.99\|-6.83\|25.75\|25.96\|23.96\|255072;2026-03-04\|24.50\|2.13\|23.80\|25.06\|23.79\|156411;2026-03-05\|25.50\|4.08\|24.73\|26.26\|24.73\|294807;2026-03-06\|25.33\|-0.67\|25.36\|25.70\|24.91\|152416;2026-03-09\|25.61\|1.11\|25.00\|25.72\|24.85\|177331;2026-03-10\|25.98\|1.44\|25.73\|26.23\|25.63\|164388;2026-03-11\|25.79\|-0.73\|25.99\|26.15\|25.58\|131599;2026-03-12\|25.10\|-2.68\|25.73\|25.73\|24.57\|212118;2026-03-13\|26.84\|6.93\|24.87\|27.12\|24.68\|509454;2026-03-16\|26.70\|-0.52\|26.85\|27.19\|26.01\|387735;2026-03-17\|25.53\|-4.38\|26.43\|26.44\|25.36\|250913;2026-03-18\|24.82\|-2.78\|25.50\|25.75\|24.24\|211170;2026-03-19\|24.04\|-3.14\|24.40\|24.55\|23.78\|163915;2026-03-20\|22.90\|-4.74\|24.06\|24.28\|22.87\|179808;2026-03-23\|22.22\|-2.97\|22.28\|23.19\|22.00\|149066;2026-03-24\|22.68\|2.07\|22.56\|22.79\|22.06\|103545;2026-03-25\|23.08\|1.76\|22.67\|23.37\|22.65\|113556;2026-03-26\|22.45\|-2.73\|23.00\|23.15\|22.30\|94197;2026-03-27\|22.68\|1.02\|22.08\|22.80\|22.01\|72229;2026-03-30\|22.66\|-0.09\|22.40\|22.89\|22.25\|53840;2026-03-31\|22.27\|-1.72\|22.66\|22.85\|22.25\|60215;2026-04-01\|22.65\|1.71\|22.60\|22.72\|22.40\|69142;2026-04-02\|21.81\|-3.71\|22.50\|22.73\|21.71\|88027;2026-04-03\|21.35\|-2.11\|21.91\|22.00\|21.25\|69619;2026-04-07\|21.51\|0.75\|21.37\|21.55\|21.26\|50367;2026-04-08\|22.60\|5.07\|22.00\|22.60\|22.00\|90680;2026-04-09\|22.42\|-0.80\|22.58\|22.58\|22.22\|57671;2026-04-10\|22.58\|0.71\|22.52\|22.84\|22.52\|67311;2026-04-13\|22.49\|-0.40\|22.40\|22.55\|22.20\|55707;2026-04-14\|22.69\|0.89\|22.67\|22.72\|22.41\|71485;2026-04-15\|22.60\|-0.40\|22.80\|23.13\|22.51\|88215;2026-04-16\|22.67\|0.31\|22.59\|22.75\|22.51\|61619;2026-04-17\|22.84\|0.75\|22.68\|23.02\|22.28\|100144;2026-04-20\|23.20\|1.58\|22.85\|23.34\|22.71\|118804;2026-04-21\|22.82\|-1.64\|23.20\|23.20\|22.70\|74056;2026-04-22\|22.34\|-2.10\|22.82\|22.84\|22.13\|145239;2026-04-23\|22.08\|-1.16\|22.34\|22.69\|21.80\|100158;2026-04-24\|21.87\|-0.95\|21.91\|22.10\|21.75\|60714;2026-04-27\|21.57\|-1.37\|21.70\|21.78\|21.45\|71075;2026-04-28\|19.57\|-9.27\|20.80\|20.80\|19.46\|258835;2026-04-29\|19.74\|0.87\|19.50\|19.76\|19.47\|84118;2026-04-30\|19.86\|0.61\|19.70\|19.87\|19.58\|66956;2026-05-06\|19.82\|-0.20\|19.85\|20.00\|19.80\|101305;2026-05-07\|20.32\|2.52\|19.84\|20.38\|19.84\|115303;2026-05-08\|20.42\|0.49\|20.20\|20.44\|20.05\|79046;2026-05-11\|20.65\|1.13\|20.45\|20.94\|20.45\|106663;2026-05-12\|20.39\|-1.26\|20.67\|20.79\|20.30\|79068;2026-05-13\|20.39\|0.00\|20.36\|20.60\|20.25\|77109;2026-05-14\|19.73\|-3.24\|20.38\|20.43\|19.72\|88580;2026-05-15\|19.62\|-0.56\|19.83\|20.06\|19.53\|80671;2026-05-18\|19.44\|-0.92\|19.60\|19.67\|19.20\|63689;2026-05-19\|19.39\|-0.26\|19.45\|19.50\|19.06\|69224;2026-05-20\|18.88\|-2.63\|19.31\|19.35\|18.74\|108266;2026-05-21\|18.35\|-2.81\|18.90\|19.13\|18.33\|81617;2026-05-22\|18.56\|1.14\|18.41\|18.70\|18.13\|60075;2026-05-25\|18.70\|0.75\|18.58\|18.93\|18.45\|57063;2026-05-26\|18.06\|-3.42\|18.70\|18.70\|17.77\|91086;2026-05-27\|17.84\|-1.22\|17.95\|18.26\|17.79\|76517;2026-05-28\|18.53\|3.87\|17.80\|18.67\|17.76\|124033;2026-05-29\|17.63\|-4.86\|18.50\|18.51\|17.58\|96970;2026-06-01\|17.66\|0.17\|17.52\|17.87\|17.36\|56345;2026-06-02\|17.31\|-1.98\|17.66\|17.75\|17.02\|68294;2026-06-03\|17.40\|0.52\|17.31\|17.60\|17.18\|58245;2026-06-04\|17.11\|-1.67\|17.27\|17.37\|16.90\|70239;2026-06-05\|17.22\|0.64\|17.65\|17.88\|17.22\|106200;2026-06-08\|16.62\|-3.48\|16.83\|17.12\|16.35\|82258;2026-06-09\|16.75\|0.78\|16.66\|17.00\|16.57\|59012;2026-06-10\|16.20\|-3.28\|16.63\|16.71\|16.14\|57230;2026-06-11\|16.00\|-1.23\|16.00\|16.29\|15.91\|49621;2026-06-12\|16.42\|2.62\|16.15\|16.71\|16.10\|81041;2026-06-15\|18.06\|9.99\|16.43\|18.06\|16.43\|94663;2026-06-16\|19.87\|10.02\|19.87\|19.87\|19.87\|46016;2026-06-17\|21.86\|10.02\|21.86\|21.86\|20.72\|791286;2026-06-18\|19.67\|-10.02\|20.45\|20.78\|19.67\|540448;2026-06-22\|19.12\|-2.80\|18.82\|19.38\|18.40\|435413;2026-06-23\|18.11\|-5.28\|18.80\|19.09\|17.97\|283270;2026-06-24\|17.54\|-3.15\|17.95\|17.95\|17.02\|220731;2026-06-25\|17.00\|-3.08\|17.58\|17.67\|16.81\|180771;2026-06-26\|16.80\|-1.18\|16.96\|17.47\|16.75\|199613;2026-06-29\|18.48\|10.00\|17.41\|18.48\|17.41\|130713;2026-06-30\|19.54\|5.74\|18.48\|19.55\|17.82\|435755;2026-07-01\|18.89\|-3.33\|18.98\|19.35\|18.50\|295214;2026-07-02\|18.84\|-0.26\|18.50\|19.05\|18.48\|172774;2026-07-03\|18.85\|0.05\|18.66\|19.55\|18.65\|185927;2026-07-06\|17.68\|-6.21\|18.76\|18.94\|17.68\|186970;2026-07-07\|17.30\|-2.15\|18.10\|18.13\|17.25\|114377;2026-07-08\|16.91\|-2.25\|17.48\|17.50\|16.80\|100450;2026-07-09\|16.95\|0.24\|16.89\|16.95\|16.16\|120875;2026-07-10\|17.01\|0.35\|16.80\|17.46\|16.64\|122348
117529	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+压缩机龙头+氢能行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2025年12月15日投资者关系活动记录表，公司“兆瓦级”氦气压缩机作为大型低温系统核心部件，可应用于超导托克马克等多项大科学工程，整体技术达国际领先水平；公司已为多所研究院相关实验装置提供氦气螺杆压缩机。 2、据2025年年报，公司是全球少数同时拥有活塞、螺杆、离心压缩机领先技术的企业之一，在氨半封螺杆、CO₂跨临界活塞、高压比磁悬浮离心机等领域处于行业领先地位。 3、据2025年年报及2026年5月14日投资者关系活动记录表，公司加快推进氢燃料电池相关产品产业化工作，已完成新一代金属极板燃料电池电堆耐久性验证与验收，将把握氢能推广政策抢占市场先机。	1、公司旗下雪人股份为中科院的 “人造太阳” 项目（如 EAST、中国环流三号）等核聚变项目提供氦气压缩机，并参与国家重大科研装备项目 “液氦到超流氦温区大型低温制冷系统” 研制，其生产的 “兆瓦级” 氦气压缩机设备技术达到国际领先水平，可创造核聚变实验所需的低温环境； 2、公司位于福建省福州市，专注于冰雪场地温控设施的建设以及制冰造雪设备的供应；已为国家雪车雪橇中心、张家口崇礼长城岭滑雪场等冬奥场馆提供制冷装备	2026-03-03\|22.75\|4.98\|21.78\|23.30\|21.15\|1819004;2026-03-04\|21.39\|-5.98\|21.89\|22.18\|20.48\|1079896;2026-03-05\|22.41\|4.77\|21.65\|22.65\|21.21\|1285456;2026-03-06\|21.98\|-1.92\|22.00\|22.38\|21.65\|904770;2026-03-09\|21.34\|-2.91\|21.56\|21.98\|21.20\|708085;2026-03-10\|21.85\|2.39\|21.36\|22.18\|21.15\|903797;2026-03-11\|21.44\|-1.88\|21.62\|21.80\|21.43\|620443;2026-03-12\|21.09\|-1.63\|21.25\|21.82\|20.19\|966793;2026-03-13\|20.71\|-1.80\|20.70\|21.48\|20.39\|643136;2026-03-16\|19.91\|-3.86\|20.50\|20.70\|19.89\|579368;2026-03-17\|19.50\|-2.06\|20.34\|20.35\|19.50\|423087;2026-03-18\|19.20\|-1.54\|19.47\|19.62\|18.57\|559390;2026-03-19\|18.06\|-5.94\|18.73\|18.77\|17.86\|553653;2026-03-20\|17.49\|-3.16\|18.28\|18.32\|17.47\|472315;2026-03-23\|16.83\|-3.77\|17.08\|17.66\|16.68\|506419;2026-03-24\|17.10\|1.60\|17.13\|17.18\|16.44\|669921;2026-03-25\|17.42\|1.87\|17.14\|17.47\|17.05\|490751;2026-03-26\|16.94\|-2.76\|17.48\|17.61\|16.85\|416378;2026-03-27\|17.05\|0.65\|16.72\|17.13\|16.59\|316015;2026-03-30\|17.29\|1.41\|16.80\|17.34\|16.72\|334362;2026-03-31\|17.11\|-1.04\|17.23\|17.69\|17.08\|414340;2026-04-01\|18.82\|9.99\|17.43\|18.82\|16.95\|1213034;2026-04-02\|19.24\|2.23\|19.20\|19.79\|18.88\|1718385;2026-04-03\|19.80\|2.91\|18.86\|20.30\|18.60\|1382916;2026-04-07\|20.55\|3.79\|19.81\|20.99\|19.36\|1314363;2026-04-08\|20.91\|1.75\|20.18\|21.57\|19.73\|1557363;2026-04-09\|20.67\|-1.15\|20.50\|21.41\|20.29\|1189147;2026-04-10\|19.55\|-5.42\|20.40\|20.69\|19.55\|1194554;2026-04-13\|19.63\|0.41\|19.40\|19.89\|19.40\|591254;2026-04-14\|19.28\|-1.78\|19.71\|20.15\|18.95\|839200;2026-04-15\|19.63\|1.82\|19.48\|20.36\|19.33\|894845;2026-04-16\|19.64\|0.05\|19.50\|19.98\|19.10\|707393;2026-04-17\|19.38\|-1.32\|19.45\|19.73\|19.10\|654574;2026-04-20\|20.07\|3.56\|19.40\|20.10\|19.40\|911873;2026-04-21\|19.76\|-1.54\|20.00\|20.17\|19.56\|660054;2026-04-22\|19.28\|-2.43\|19.57\|19.68\|19.15\|595070;2026-04-23\|18.37\|-4.72\|19.28\|19.39\|18.25\|683419;2026-04-24\|18.04\|-1.80\|18.11\|18.46\|17.86\|413968;2026-04-27\|18.07\|0.17\|18.05\|18.25\|17.80\|334421;2026-04-28\|17.53\|-2.99\|17.56\|17.89\|17.23\|482275;2026-04-29\|17.66\|0.74\|17.53\|17.87\|17.35\|287008;2026-04-30\|17.72\|0.34\|17.65\|17.80\|17.46\|277849;2026-05-06\|18.11\|2.20\|17.97\|18.22\|17.80\|442481;2026-05-07\|18.30\|1.05\|18.25\|18.47\|18.01\|481098;2026-05-08\|18.43\|0.71\|18.15\|18.68\|18.10\|496381;2026-05-11\|18.32\|-0.60\|18.55\|18.68\|18.31\|503405;2026-05-12\|17.84\|-2.62\|18.30\|18.59\|17.80\|546691;2026-05-13\|17.88\|0.22\|17.84\|18.05\|17.61\|359342;2026-05-14\|18.22\|1.90\|17.83\|19.28\|17.59\|991964;2026-05-15\|17.16\|-5.82\|17.82\|17.94\|17.01\|706066;2026-05-18\|16.81\|-2.04\|16.96\|17.20\|16.70\|379324;2026-05-19\|16.67\|-0.83\|16.80\|16.86\|16.36\|329523;2026-05-20\|16.04\|-3.78\|16.51\|16.51\|15.90\|434234;2026-05-21\|15.46\|-3.62\|16.04\|16.20\|15.44\|428929;2026-05-22\|15.77\|2.01\|15.54\|15.93\|15.30\|295901;2026-05-25\|15.45\|-2.03\|15.71\|15.86\|15.27\|337040;2026-05-26\|14.95\|-3.24\|15.43\|15.43\|14.70\|392226;2026-05-27\|15.04\|0.60\|14.88\|15.65\|14.75\|563448;2026-05-28\|16.54\|9.97\|14.90\|16.54\|14.83\|794993;2026-05-29\|17.18\|3.87\|16.54\|18.00\|16.05\|1338632;2026-06-01\|16.25\|-5.41\|16.88\|16.92\|16.19\|753823;2026-06-02\|15.73\|-3.20\|16.26\|16.38\|15.10\|655146;2026-06-03\|15.86\|0.83\|15.62\|16.16\|15.42\|551898;2026-06-04\|15.45\|-2.59\|15.53\|15.80\|15.19\|431162;2026-06-05\|15.10\|-2.27\|15.44\|15.79\|15.04\|440659;2026-06-08\|14.67\|-2.85\|14.60\|15.46\|14.51\|433338;2026-06-09\|15.08\|2.79\|14.76\|15.34\|14.63\|460322;2026-06-10\|14.36\|-4.77\|14.86\|15.24\|14.14\|521048;2026-06-11\|14.31\|-0.35\|14.03\|14.54\|13.98\|328213;2026-06-12\|14.46\|1.05\|14.48\|14.50\|14.11\|374358;2026-06-15\|14.91\|3.11\|14.50\|14.97\|14.33\|390082;2026-06-16\|15.19\|1.88\|15.01\|15.35\|14.80\|413125;2026-06-17\|14.51\|-4.48\|15.02\|15.34\|14.50\|431237;2026-06-18\|14.33\|-1.24\|14.49\|14.74\|14.10\|316609;2026-06-22\|14.20\|-0.91\|14.44\|14.54\|13.71\|420220;2026-06-23\|14.43\|1.62\|14.43\|15.30\|14.32\|598358;2026-06-24\|13.57\|-5.96\|14.38\|14.38\|13.36\|554909;2026-06-25\|13.21\|-2.65\|13.53\|13.75\|13.12\|436418;2026-06-26\|12.78\|-3.26\|13.27\|13.36\|12.78\|362232;2026-06-29\|14.06\|10.02\|13.22\|14.06\|13.17\|269316;2026-06-30\|13.91\|-1.07\|14.11\|14.26\|13.28\|744337;2026-07-01\|14.12\|1.51\|14.16\|14.36\|13.87\|623277;2026-07-02\|13.74\|-2.69\|13.88\|14.29\|13.66\|475604;2026-07-03\|13.64\|-0.73\|13.78\|13.90\|13.52\|331128;2026-07-06\|13.05\|-4.33\|13.75\|13.75\|13.04\|334695;2026-07-07\|12.46\|-4.52\|12.96\|13.12\|12.40\|316426;2026-07-08\|12.13\|-2.65\|12.47\|12.56\|12.12\|259526;2026-07-09\|12.17\|0.33\|12.10\|12.22\|11.65\|308810;2026-07-10\|12.59\|3.45\|12.17\|12.92\|12.05\|439669
117528	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+高温超导+商业航天行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券日报2026年6月30日报道，我国聚变堆关键超导磁体核心技术实现自主突破，推动行业迈入工程验证关键阶段；据2026年4月30日年报，联创超导已完成“星火一号”超导磁体总体方案设计，有序推进TF、CS技术验证磁体研发工作。 2、据2026年4月30日年报，联创超导已实现高温超导技术在感应加热、磁控硅单晶生长、可控核聚变、电磁弹射四大应用领域的产业化落地，潜在市场规模约2000亿元。 3、据2026年4月30日年报，2025年联创超导切入商业航天电磁弹射领域，完成“大功率低温制冷系统与模型超导磁体研制服务项目”并通过客户验收，完成首单高温超导电磁弹射模组设计制造。	1、公司旗下联创超导是国内唯一能设计制造高磁场（15-20T）大口径高温超导磁体的企业，通过参与 “星火一号” 聚变 - 裂变混合示范堆等项目，为核聚变装置提供高温超导磁体系统和低温制冷系统； 2、公司通过参股子公司联创超导中标资阳商业航天研究院 1960 万元超导磁体项目，持股 30% 合资设立商业航天运营公司，以高温超导核心技术支撑电磁发射场装备研发，参与全球首个超导磁悬浮电磁发射验证平台建设，推动低成本、高频次商业航天发射技术落地	2026-03-03\|59.05\|-8.85\|64.53\|64.84\|58.30\|191654;2026-03-04\|58.83\|-0.37\|57.99\|60.20\|57.99\|100995;2026-03-05\|60.56\|2.94\|60.00\|61.77\|59.57\|105548;2026-03-06\|59.47\|-1.80\|60.04\|60.62\|59.11\|88681;2026-03-09\|58.55\|-1.55\|58.50\|59.15\|56.78\|92971;2026-03-10\|59.68\|1.93\|59.43\|59.88\|58.53\|73766;2026-03-11\|59.20\|-0.80\|59.73\|60.28\|59.02\|75662;2026-03-12\|57.99\|-2.04\|59.00\|59.43\|57.58\|80921;2026-03-13\|57.45\|-0.93\|57.70\|58.68\|57.30\|60655;2026-03-16\|56.70\|-1.31\|57.01\|57.30\|56.15\|70476;2026-03-17\|55.44\|-2.22\|57.06\|57.28\|55.33\|73599;2026-03-18\|55.35\|-0.16\|55.69\|55.87\|54.58\|60908;2026-03-19\|53.77\|-2.85\|54.28\|54.98\|53.56\|65516;2026-03-20\|52.22\|-2.88\|54.25\|54.50\|52.22\|62977;2026-03-23\|48.22\|-7.66\|51.35\|51.75\|47.89\|136786;2026-03-24\|49.97\|3.63\|49.88\|50.00\|48.26\|89882;2026-03-25\|51.12\|2.30\|50.13\|51.41\|50.13\|68074;2026-03-26\|49.98\|-2.23\|51.28\|51.50\|49.80\|54306;2026-03-27\|50.61\|1.26\|49.02\|50.86\|49.02\|51604;2026-03-30\|50.25\|-0.71\|49.70\|50.36\|49.38\|49267;2026-03-31\|49.88\|-0.74\|50.20\|51.01\|49.82\|46747;2026-04-01\|51.13\|2.51\|50.93\|51.15\|49.95\|56720;2026-04-02\|49.66\|-2.88\|50.75\|51.18\|49.40\|59938;2026-04-03\|49.31\|-0.70\|50.00\|50.00\|49.06\|39025;2026-04-07\|49.39\|0.16\|49.20\|49.96\|48.85\|46902;2026-04-08\|51.88\|5.04\|50.50\|52.00\|50.42\|81301;2026-04-09\|51.29\|-1.14\|51.31\|51.68\|51.01\|47321;2026-04-10\|52.09\|1.56\|51.77\|52.98\|51.75\|64188;2026-04-13\|51.55\|-1.04\|51.30\|52.50\|51.26\|47088;2026-04-14\|52.70\|2.23\|52.01\|52.98\|51.91\|71412;2026-04-15\|52.45\|-0.47\|53.19\|53.97\|52.10\|78204;2026-04-16\|52.48\|0.06\|52.63\|52.75\|52.11\|52628;2026-04-17\|53.85\|2.61\|52.60\|54.74\|52.22\|112954;2026-04-20\|54.29\|0.82\|53.86\|54.50\|53.40\|78987;2026-04-21\|53.85\|-0.81\|54.47\|54.81\|53.36\|59848;2026-04-22\|53.96\|0.20\|53.70\|54.06\|53.27\|59007;2026-04-23\|52.83\|-2.09\|53.96\|54.28\|52.34\|78887;2026-04-24\|51.99\|-1.59\|52.50\|53.13\|51.68\|58191;2026-04-27\|53.36\|2.64\|52.08\|53.55\|51.69\|69694;2026-04-28\|51.72\|-3.07\|53.38\|53.39\|51.46\|60400;2026-04-29\|51.50\|-0.43\|51.35\|51.83\|50.51\|73417;2026-04-30\|48.00\|-6.80\|48.11\|50.02\|47.52\|220534;2026-05-06\|45.83\|-4.52\|47.52\|47.52\|45.50\|279148;2026-05-07\|47.53\|3.71\|45.50\|47.90\|44.12\|246102;2026-05-08\|47.99\|0.97\|47.54\|49.47\|46.73\|198769;2026-05-11\|47.51\|-1.00\|48.12\|48.75\|47.41\|138254;2026-05-12\|46.28\|-2.59\|47.51\|47.78\|45.88\|128348;2026-05-13\|46.90\|1.34\|45.90\|47.50\|45.27\|166173;2026-05-14\|44.26\|-5.63\|46.59\|47.20\|44.19\|183299;2026-05-15\|41.75\|-5.67\|44.00\|44.50\|41.23\|231202;2026-05-18\|40.38\|-3.28\|40.77\|42.16\|40.20\|210816;2026-05-19\|42.44\|5.10\|40.30\|42.68\|39.30\|218580;2026-05-20\|40.95\|-3.51\|42.36\|42.39\|40.67\|141423;2026-05-21\|39.23\|-4.20\|41.07\|41.95\|39.08\|140504;2026-05-22\|39.71\|1.22\|39.00\|39.98\|38.87\|122000;2026-05-25\|41.08\|3.45\|39.94\|41.13\|39.21\|156233;2026-05-26\|39.63\|-3.53\|40.68\|40.80\|38.81\|137608;2026-05-27\|38.60\|-2.60\|39.41\|40.28\|38.32\|127156;2026-05-28\|38.52\|-0.21\|38.50\|38.85\|37.76\|129189;2026-05-29\|35.60\|-7.58\|38.52\|39.33\|35.39\|204196;2026-06-01\|35.75\|0.42\|35.62\|36.80\|35.62\|162230;2026-06-02\|34.45\|-3.64\|35.77\|35.98\|33.12\|201764;2026-06-03\|36.90\|7.11\|34.70\|37.90\|34.28\|299369;2026-06-04\|35.91\|-2.68\|36.90\|38.00\|35.54\|271183;2026-06-05\|36.28\|1.03\|36.24\|37.63\|35.93\|241138;2026-06-08\|34.51\|-4.88\|34.87\|36.42\|34.03\|170738;2026-06-09\|34.40\|-0.32\|35.05\|35.05\|33.71\|146122;2026-06-10\|32.86\|-4.48\|33.89\|34.31\|32.32\|184233;2026-06-11\|32.74\|-0.37\|32.86\|33.94\|31.91\|208525;2026-06-12\|32.98\|0.73\|33.18\|33.82\|32.62\|157433;2026-06-15\|34.51\|4.64\|32.99\|34.93\|32.72\|161101;2026-06-16\|35.27\|2.20\|34.43\|35.74\|33.98\|166877;2026-06-17\|34.61\|-1.87\|34.90\|35.50\|34.38\|142442;2026-06-18\|34.45\|-0.46\|34.65\|35.49\|33.96\|126209;2026-06-22\|33.52\|-2.70\|33.80\|35.12\|32.51\|180622;2026-06-23\|32.40\|-3.34\|33.44\|33.80\|32.29\|150224;2026-06-24\|31.90\|-1.54\|32.20\|32.72\|31.43\|168005;2026-06-25\|31.61\|-0.91\|31.69\|32.13\|30.68\|224963;2026-06-26\|29.57\|-6.45\|31.87\|31.87\|29.57\|192771;2026-06-29\|32.53\|10.01\|31.50\|32.53\|31.35\|62284;2026-06-30\|35.78\|9.99\|33.88\|35.78\|31.42\|403843;2026-07-01\|37.05\|3.55\|36.42\|38.25\|35.99\|518327;2026-07-02\|35.80\|-3.37\|35.22\|37.05\|35.22\|357565;2026-07-03\|36.81\|2.82\|35.80\|37.20\|35.41\|342112;2026-07-06\|34.28\|-6.87\|37.11\|37.18\|33.74\|336647;2026-07-07\|33.04\|-3.62\|34.17\|34.58\|32.36\|256099;2026-07-08\|32.12\|-2.78\|33.03\|33.27\|31.55\|191572;2026-07-09\|32.69\|1.77\|32.13\|32.72\|30.97\|182393;2026-07-10\|34.11\|4.34\|32.53\|35.96\|32.30\|364337
117527	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+超导磁体+电网设备+天津国资行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2024年8月23日互动易，公司控股子公司辽宁荣信兴业电力技术有限公司参与了国际热核聚变实验堆ITER项目电力系统中无功补偿及滤波设备的设计制造；据2026年4月22日年报，公司具备超导磁体生产技术。 2、据2026年4月22日年报，公司在大功率电力电子产品方面，以高压大功率动态无功补偿装置为核心产品，在国内外市场拥有逾7000套业绩，先后参与多个国内外重大工程项目。 3、据2026年4月22日年报，公司最终控制人为天津市人民政府国有资产监督管理委员会，具备天津国资背景。	1、控股子公司辽宁荣信兴业电力技术有限公司参与了位于法国的国际热核聚变试验堆（ITER）项目电力系统中无功补偿以及滤波设备的设计制造； 2、公司多家控股子公司涉及智能电网领域，如电气开关元件，无功补偿设备等	2026-03-03\|7.46\|-4.36\|8.21\|8.21\|7.42\|771635;2026-03-04\|7.77\|4.16\|7.30\|7.87\|7.21\|653445;2026-03-05\|8.55\|10.04\|8.51\|8.55\|7.92\|1281784;2026-03-06\|8.73\|2.11\|8.50\|9.10\|8.36\|1844676;2026-03-09\|9.04\|3.55\|8.53\|9.35\|8.53\|1539693;2026-03-10\|8.90\|-1.55\|8.81\|8.92\|8.71\|1015994;2026-03-11\|8.99\|1.01\|9.00\|9.21\|8.72\|1083875;2026-03-12\|8.62\|-4.12\|8.85\|8.91\|8.50\|915500;2026-03-13\|8.90\|3.25\|8.43\|9.19\|8.35\|1184220;2026-03-16\|8.59\|-3.48\|8.86\|8.91\|8.52\|699394;2026-03-17\|8.15\|-5.12\|8.60\|8.66\|8.14\|739116;2026-03-18\|8.97\|10.06\|8.17\|8.97\|8.17\|642878;2026-03-19\|9.15\|2.01\|9.01\|9.44\|8.83\|1927428;2026-03-20\|8.65\|-5.46\|9.11\|9.17\|8.65\|1037070;2026-03-23\|9.06\|4.74\|8.50\|9.52\|8.33\|1485470;2026-03-24\|9.47\|4.53\|9.24\|9.51\|9.10\|1561105;2026-03-25\|9.97\|5.28\|9.29\|10.40\|9.18\|1693350;2026-03-26\|9.43\|-5.42\|9.71\|9.74\|9.31\|1066238;2026-03-27\|9.23\|-2.12\|9.10\|9.37\|8.93\|782229;2026-03-30\|8.88\|-3.79\|8.96\|9.00\|8.40\|896669;2026-03-31\|8.40\|-5.41\|8.63\|9.30\|8.36\|731615;2026-04-01\|8.29\|-1.31\|8.60\|8.76\|8.10\|731513;2026-04-02\|8.18\|-1.33\|8.18\|8.58\|8.10\|548288;2026-04-03\|7.49\|-8.44\|8.10\|8.20\|7.47\|677178;2026-04-07\|7.52\|0.40\|7.45\|7.68\|7.37\|381481;2026-04-08\|7.83\|4.12\|7.70\|7.85\|7.67\|513685;2026-04-09\|7.62\|-2.68\|7.75\|7.75\|7.55\|383486;2026-04-10\|7.68\|0.79\|7.68\|7.76\|7.60\|332876;2026-04-13\|7.67\|-0.13\|7.60\|7.69\|7.55\|274291;2026-04-14\|7.74\|0.91\|7.67\|7.78\|7.60\|316056;2026-04-15\|8.07\|4.26\|7.78\|8.24\|7.76\|826818;2026-04-16\|8.00\|-0.87\|7.92\|8.02\|7.79\|521542;2026-04-17\|7.94\|-0.75\|7.96\|8.04\|7.85\|360661;2026-04-20\|8.19\|3.15\|7.90\|8.20\|7.83\|539404;2026-04-21\|8.05\|-1.71\|8.20\|8.20\|7.96\|335387;2026-04-22\|8.15\|1.24\|8.07\|8.15\|7.99\|393454;2026-04-23\|8.10\|-0.61\|8.10\|8.30\|7.88\|424986;2026-04-24\|7.77\|-4.07\|8.01\|8.09\|7.75\|362053;2026-04-27\|7.78\|0.13\|7.71\|7.82\|7.63\|228147;2026-04-28\|7.61\|-2.19\|7.75\|7.80\|7.56\|269389;2026-04-29\|7.56\|-0.66\|7.41\|7.63\|7.38\|247387;2026-04-30\|7.44\|-1.59\|7.61\|7.69\|7.41\|278496;2026-05-06\|7.65\|2.82\|7.58\|7.70\|7.55\|305820;2026-05-07\|7.85\|2.61\|7.66\|7.86\|7.62\|322480;2026-05-08\|7.75\|-1.27\|7.80\|7.81\|7.66\|283209;2026-05-11\|7.80\|0.65\|7.84\|7.90\|7.75\|341530;2026-05-12\|7.83\|0.38\|7.79\|7.94\|7.70\|421518;2026-05-13\|7.92\|1.15\|7.81\|8.01\|7.74\|501214;2026-05-14\|7.60\|-4.04\|7.90\|8.07\|7.58\|517228;2026-05-15\|7.45\|-1.97\|7.59\|7.64\|7.40\|334162;2026-05-18\|7.42\|-0.40\|7.44\|7.49\|7.30\|230797;2026-05-19\|7.49\|0.94\|7.42\|7.49\|7.30\|242669;2026-05-20\|7.10\|-5.21\|7.45\|7.45\|7.04\|375307;2026-05-21\|6.71\|-5.49\|7.10\|7.15\|6.70\|364667;2026-05-22\|6.85\|2.09\|6.75\|6.87\|6.67\|201032;2026-05-25\|6.93\|1.17\|6.88\|7.02\|6.79\|199659;2026-05-26\|6.74\|-2.74\|6.89\|6.89\|6.64\|213783;2026-05-27\|6.70\|-0.59\|6.71\|6.83\|6.67\|195543;2026-05-28\|6.86\|2.39\|6.73\|6.89\|6.67\|250440;2026-05-29\|6.60\|-3.79\|6.85\|6.85\|6.56\|268719;2026-06-01\|6.66\|0.91\|6.53\|6.72\|6.52\|163780;2026-06-02\|6.49\|-2.55\|6.63\|6.66\|6.31\|222888;2026-06-03\|6.48\|-0.15\|6.47\|6.56\|6.43\|183799;2026-06-04\|6.33\|-2.31\|6.45\|6.48\|6.29\|175213;2026-06-05\|6.27\|-0.95\|6.29\|6.40\|6.16\|194514;2026-06-08\|6.02\|-3.99\|6.12\|6.27\|5.95\|206997;2026-06-09\|6.06\|0.66\|6.04\|6.14\|5.98\|174314;2026-06-10\|5.77\|-4.79\|5.99\|6.01\|5.68\|236995;2026-06-11\|5.63\|-2.43\|5.70\|5.78\|5.58\|206189;2026-06-12\|5.74\|1.95\|5.69\|5.79\|5.57\|293209;2026-06-15\|5.86\|2.09\|5.76\|5.87\|5.76\|150287;2026-06-16\|6.04\|3.07\|5.85\|6.10\|5.82\|272507;2026-06-17\|5.87\|-2.81\|5.98\|6.07\|5.83\|206463;2026-06-18\|5.74\|-2.21\|5.79\|5.85\|5.71\|141440;2026-06-22\|5.80\|1.05\|5.70\|5.80\|5.55\|190511;2026-06-23\|5.72\|-1.38\|5.76\|5.85\|5.67\|156141;2026-06-24\|5.60\|-2.10\|5.68\|5.71\|5.49\|180097;2026-06-25\|5.46\|-2.50\|5.60\|5.60\|5.40\|184889;2026-06-26\|5.31\|-2.75\|5.48\|5.56\|5.30\|179834;2026-06-29\|5.84\|9.98\|5.70\|5.84\|5.69\|121411;2026-06-30\|6.07\|3.94\|6.31\|6.31\|5.73\|875952;2026-07-01\|6.00\|-1.15\|6.07\|6.15\|5.89\|573601;2026-07-02\|5.78\|-3.67\|5.89\|6.12\|5.76\|431308;2026-07-03\|5.76\|-0.35\|5.73\|5.84\|5.68\|295387;2026-07-06\|5.48\|-4.86\|5.70\|5.74\|5.46\|288498;2026-07-07\|5.26\|-4.01\|5.43\|5.52\|5.22\|229492;2026-07-08\|5.13\|-2.47\|5.23\|5.28\|5.13\|192669;2026-07-09\|5.12\|0.20\|5.11\|5.15\|4.92\|202379;2026-07-10\|5.25\|2.54\|5.09\|5.38\|5.06\|254443
117526	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头，一季度净利润同比增长3.42%	2026-03-03\|446.16\|-4.22\|465.99\|469.77\|446.08\|78933;2026-03-04\|448.80\|0.59\|443.22\|455.85\|443.00\|63470;2026-03-05\|466.28\|3.89\|456.80\|472.26\|454.97\|79818;2026-03-06\|465.38\|-0.19\|463.49\|471.36\|460.88\|45443;2026-03-09\|452.64\|-2.74\|448.00\|453.55\|435.50\|95094;2026-03-10\|457.00\|0.96\|459.00\|460.60\|452.56\|54389;2026-03-11\|461.99\|1.09\|456.93\|462.68\|450.06\|67935;2026-03-12\|457.99\|-0.87\|457.00\|462.00\|450.84\|67478;2026-03-13\|457.88\|-0.02\|450.00\|464.70\|449.10\|64469;2026-03-16\|454.71\|-0.69\|455.55\|457.80\|442.03\|73655;2026-03-17\|450.00\|-1.04\|456.01\|464.36\|449.00\|53996;2026-03-18\|462.45\|2.77\|453.70\|464.00\|451.50\|65998;2026-03-19\|461.63\|-0.18\|457.59\|465.19\|454.01\|51043;2026-03-20\|468.72\|1.54\|461.48\|474.02\|458.50\|81385;2026-03-23\|444.39\|-5.19\|461.50\|462.00\|443.00\|77369;2026-03-24\|444.00\|-0.09\|449.59\|453.45\|437.79\|47309;2026-03-25\|464.20\|4.55\|449.90\|467.60\|448.39\|87337;2026-03-26\|446.11\|-3.90\|459.56\|461.60\|445.70\|61011;2026-03-27\|452.98\|1.54\|439.50\|457.97\|434.50\|58054;2026-03-30\|468.84\|3.50\|444.11\|470.01\|442.12\|80806;2026-03-31\|447.00\|-4.66\|464.90\|466.99\|447.00\|69566;2026-04-01\|450.53\|0.79\|455.20\|461.24\|450.02\|63355;2026-04-02\|438.00\|-2.78\|450.59\|451.80\|435.22\|74915;2026-04-03\|426.45\|-2.64\|439.10\|440.60\|424.06\|66885;2026-04-07\|424.08\|-0.56\|425.06\|431.00\|422.25\|45824;2026-04-08\|463.98\|9.41\|437.00\|465.97\|437.00\|141948;2026-04-09\|472.84\|1.91\|461.00\|478.00\|458.01\|93029;2026-04-10\|476.89\|0.86\|475.00\|484.41\|475.00\|77583;2026-04-13\|472.50\|-0.92\|475.90\|480.50\|467.20\|65090;2026-04-14\|481.60\|1.93\|478.00\|492.00\|476.11\|74114;2026-04-15\|475.00\|-1.37\|483.06\|485.00\|473.99\|63951;2026-04-16\|473.56\|-0.30\|475.00\|477.88\|467.64\|63248;2026-04-17\|469.91\|-0.77\|470.00\|476.50\|464.80\|95465;2026-04-20\|471.23\|0.28\|447.00\|476.13\|445.00\|186837;2026-04-21\|450.36\|-4.43\|471.96\|472.00\|446.71\|160056;2026-04-22\|477.95\|6.13\|449.00\|478.00\|448.00\|174383;2026-04-23\|475.00\|-0.62\|478.00\|484.95\|470.58\|97353;2026-04-24\|472.70\|-0.48\|475.03\|485.22\|463.80\|129793;2026-04-27\|516.25\|9.21\|481.20\|519.90\|475.96\|204329;2026-04-28\|517.21\|0.19\|511.54\|537.25\|504.00\|138254;2026-04-29\|510.71\|-1.26\|510.22\|517.22\|502.20\|93026;2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858
117525	苹果寻求获准从长鑫存储购买内存芯片	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-03-03\|237.80\|-11.07\|269.00\|271.47\|235.01\|276708;2026-03-04\|229.00\|-3.70\|229.15\|240.75\|225.92\|208344;2026-03-05\|241.08\|5.28\|241.00\|248.29\|235.00\|242544;2026-03-06\|240.85\|-0.10\|239.50\|247.88\|237.44\|157892;2026-03-09\|230.58\|-4.26\|220.50\|233.99\|214.00\|195294;2026-03-10\|240.00\|4.09\|242.62\|246.62\|234.56\|178037;2026-03-11\|220.87\|-7.97\|242.31\|245.00\|218.00\|253322;2026-03-12\|216.00\|-2.20\|220.16\|225.83\|211.66\|209591;2026-03-13\|208.52\|-3.46\|215.00\|216.00\|206.02\|200906;2026-03-16\|208.01\|-0.24\|207.00\|209.00\|202.08\|137379;2026-03-17\|205.10\|-1.40\|208.94\|215.00\|204.05\|163903;2026-03-18\|208.70\|1.76\|208.79\|211.03\|203.30\|128934;2026-03-19\|199.52\|-4.40\|201.80\|204.87\|198.08\|132528;2026-03-20\|199.50\|-0.01\|203.31\|209.88\|198.60\|193275;2026-03-23\|190.50\|-4.51\|196.50\|198.16\|188.01\|166755;2026-03-24\|205.88\|8.07\|194.90\|206.37\|187.41\|253433;2026-03-25\|214.80\|4.33\|208.20\|217.00\|207.00\|230119;2026-03-26\|213.35\|-0.68\|218.10\|218.87\|209.00\|154622;2026-03-27\|215.53\|1.02\|208.00\|217.85\|205.06\|155117;2026-03-30\|212.30\|-1.50\|208.00\|215.50\|206.79\|126528;2026-03-31\|202.30\|-4.71\|210.51\|212.00\|199.99\|169435;2026-04-01\|223.00\|10.23\|213.00\|229.00\|213.00\|271537;2026-04-02\|219.00\|-1.79\|219.92\|222.86\|215.00\|160818;2026-04-03\|224.80\|2.65\|224.00\|228.97\|217.96\|180145;2026-04-07\|230.55\|2.56\|230.40\|239.50\|230.23\|203450;2026-04-08\|240.72\|4.41\|243.00\|253.00\|235.68\|220825;2026-04-09\|238.24\|-1.03\|235.00\|247.60\|234.03\|176718;2026-04-10\|248.00\|4.10\|245.00\|257.30\|242.30\|203845;2026-04-13\|239.17\|-3.56\|246.10\|255.00\|236.01\|229993;2026-04-14\|245.50\|2.65\|243.71\|256.03\|235.00\|271889;2026-04-15\|254.24\|3.56\|245.00\|258.65\|238.23\|241780;2026-04-16\|244.70\|-3.75\|252.00\|254.00\|219.00\|471324;2026-04-17\|241.08\|-1.48\|237.00\|242.79\|231.70\|289376;2026-04-20\|251.39\|4.28\|240.52\|252.80\|239.00\|244344;2026-04-21\|233.06\|-7.29\|254.00\|255.00\|232.19\|335744;2026-04-22\|250.95\|7.68\|231.15\|252.50\|231.15\|302160;2026-04-23\|235.50\|-6.16\|253.00\|253.01\|232.60\|249651;2026-04-24\|228.71\|-2.88\|235.00\|236.55\|218.43\|278020;2026-04-27\|242.04\|5.83\|234.80\|245.96\|231.68\|241518;2026-04-28\|229.17\|-5.32\|242.00\|242.00\|226.30\|197749;2026-04-29\|234.07\|2.14\|224.02\|240.40\|223.52\|207172;2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|31267173
117524	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-03\|161.23\|-3.90\|169.00\|170.80\|161.16\|36023;2026-03-04\|158.28\|-1.83\|159.99\|162.66\|158.28\|25285;2026-03-05\|161.31\|1.91\|162.20\|164.46\|159.52\|31097;2026-03-06\|160.80\|-0.32\|160.00\|162.40\|160.00\|15863;2026-03-09\|155.33\|-3.40\|156.90\|156.90\|151.03\|29468;2026-03-10\|159.34\|2.58\|158.98\|160.38\|157.20\|21826;2026-03-11\|158.81\|-0.33\|159.49\|160.39\|158.58\|17193;2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|9495597
117523	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-03-03\|52.36\|-5.44\|55.44\|55.76\|52.25\|183246;2026-03-04\|51.20\|-2.22\|51.99\|52.78\|50.96\|127174;2026-03-05\|51.15\|-0.10\|52.17\|52.46\|50.98\|136315;2026-03-06\|51.15\|0.00\|50.99\|51.83\|50.75\|137204;2026-03-09\|49.56\|-3.11\|49.98\|49.98\|48.35\|188269;2026-03-10\|51.36\|3.63\|50.47\|51.70\|50.31\|167228;2026-03-11\|51.48\|0.23\|51.36\|52.49\|51.15\|154359;2026-03-12\|51.10\|-0.74\|51.25\|52.43\|50.70\|137979;2026-03-13\|49.80\|-2.54\|50.49\|51.10\|49.24\|184140;2026-03-16\|49.99\|0.38\|49.70\|50.25\|48.94\|160408;2026-03-17\|48.80\|-2.38\|50.50\|50.50\|48.70\|107018;2026-03-18\|49.10\|0.61\|49.02\|49.20\|48.12\|140155;2026-03-19\|47.72\|-2.81\|48.26\|48.50\|47.52\|132526;2026-03-20\|47.14\|-1.22\|47.90\|48.35\|47.14\|111806;2026-03-23\|44.88\|-4.79\|46.35\|46.81\|44.62\|185755;2026-03-24\|45.51\|1.40\|45.45\|45.54\|44.31\|131732;2026-03-25\|46.29\|1.71\|45.87\|46.43\|45.70\|112854;2026-03-26\|45.32\|-2.10\|45.99\|46.36\|44.96\|86937;2026-03-27\|45.70\|0.84\|44.72\|45.99\|44.55\|77738;2026-03-30\|45.29\|-0.90\|45.00\|45.59\|44.70\|94169;2026-03-31\|44.54\|-1.66\|45.18\|46.16\|44.50\|108970;2026-04-01\|45.72\|2.65\|45.58\|45.93\|45.30\|99122;2026-04-02\|44.43\|-2.82\|45.45\|45.60\|44.10\|101420;2026-04-03\|43.80\|-1.42\|44.50\|44.88\|43.71\|77124;2026-04-07\|44.39\|1.35\|43.98\|44.94\|43.98\|80224;2026-04-08\|50.15\|12.98\|45.73\|51.27\|45.73\|471121;2026-04-09\|49.53\|-1.24\|49.40\|51.51\|48.60\|293736;2026-04-10\|49.15\|-0.77\|50.00\|50.51\|48.96\|209528;2026-04-13\|48.66\|-1.00\|48.65\|49.37\|48.40\|148383;2026-04-14\|49.07\|0.84\|49.28\|49.53\|48.52\|175604;2026-04-15\|48.30\|-1.57\|49.37\|49.84\|48.09\|195606;2026-04-16\|49.08\|1.61\|48.36\|49.20\|48.21\|136583;2026-04-17\|49.25\|0.35\|49.10\|49.70\|48.34\|161703;2026-04-20\|51.65\|4.87\|49.52\|52.26\|49.28\|328503;2026-04-21\|51.59\|-0.12\|52.00\|52.60\|50.95\|230182;2026-04-22\|51.61\|0.04\|51.33\|51.97\|50.89\|159933;2026-04-23\|52.69\|2.09\|52.00\|53.77\|51.70\|285610;2026-04-24\|54.73\|3.87\|53.00\|56.20\|52.96\|371755;2026-04-27\|55.16\|0.79\|56.38\|56.96\|54.70\|414232;2026-04-28\|54.00\|-2.10\|54.98\|55.71\|53.51\|285343;2026-04-29\|55.56\|2.89\|53.50\|56.66\|52.50\|316006;2026-04-30\|56.65\|1.96\|55.50\|57.00\|55.11\|304929;2026-05-06\|56.71\|0.11\|58.00\|59.45\|56.40\|438059;2026-05-07\|57.03\|0.56\|56.70\|57.52\|55.79\|311386;2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|59051334
117522	苹果寻求获准从长鑫存储购买内存芯片	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司拟收购青岛立昂磷化铟衬底及半导体电子材料业务，切入光通信与算力光模块核心材料赛道	2026-03-03\|13.78\|-1.29\|13.96\|14.34\|13.71\|66258;2026-03-04\|13.71\|-0.51\|13.65\|13.81\|13.54\|34273;2026-03-05\|13.75\|0.29\|13.98\|14.01\|13.71\|26297;2026-03-06\|14.10\|2.55\|13.74\|14.15\|13.74\|41328;2026-03-09\|14.19\|0.64\|14.05\|14.20\|13.68\|54890;2026-03-10\|14.58\|2.75\|14.47\|14.74\|14.29\|54916;2026-03-11\|14.59\|0.07\|14.64\|14.65\|14.25\|83705;2026-03-12\|14.13\|-3.15\|14.63\|14.65\|14.06\|51978;2026-03-13\|13.98\|-1.06\|14.06\|14.27\|13.91\|34172;2026-03-16\|14.09\|0.79\|13.94\|14.51\|13.89\|78711;2026-03-17\|13.27\|-5.82\|14.16\|14.34\|13.21\|108816;2026-03-18\|13.42\|1.13\|13.27\|13.54\|13.15\|29593;2026-03-19\|13.13\|-2.16\|13.39\|13.39\|13.06\|26750;2026-03-20\|12.71\|-3.20\|13.18\|13.19\|12.66\|35134;2026-03-23\|11.93\|-6.14\|12.49\|12.55\|11.78\|50393;2026-03-24\|12.33\|3.35\|12.18\|12.33\|11.94\|30078;2026-03-25\|12.47\|1.14\|12.32\|12.55\|12.30\|21327;2026-03-26\|12.25\|-1.76\|12.55\|12.60\|12.15\|18654;2026-03-27\|12.51\|2.12\|12.15\|12.60\|12.07\|26898;2026-03-30\|12.76\|2.00\|12.31\|12.81\|12.20\|29989;2026-03-31\|12.61\|-1.18\|12.85\|12.95\|12.58\|21734;2026-04-01\|12.73\|0.95\|12.84\|12.89\|12.57\|21806;2026-04-02\|12.55\|-1.41\|12.72\|12.78\|12.50\|22061;2026-04-03\|12.29\|-2.07\|12.61\|12.69\|12.15\|23802;2026-04-07\|12.68\|3.17\|12.42\|12.68\|12.12\|22201;2026-04-08\|12.96\|2.21\|12.89\|13.07\|12.79\|25801;2026-04-09\|13.10\|1.08\|12.96\|13.25\|12.73\|28182;2026-04-10\|13.04\|-0.46\|13.11\|13.26\|13.02\|16989;2026-04-13\|13.39\|2.68\|12.95\|13.46\|12.87\|42753;2026-04-14\|13.30\|-0.67\|13.44\|13.49\|13.12\|22938;2026-04-15\|13.30\|0.00\|13.30\|13.38\|13.09\|21808;2026-04-16\|13.40\|0.75\|13.29\|13.64\|13.21\|34848;2026-04-17\|13.68\|2.09\|13.43\|14.30\|13.41\|57265;2026-04-20\|13.90\|1.61\|13.67\|13.94\|13.65\|28940;2026-04-21\|13.91\|0.07\|13.83\|14.07\|13.83\|32069;2026-04-22\|14.06\|1.08\|13.88\|14.14\|13.86\|29256;2026-04-23\|13.82\|-1.71\|14.09\|14.09\|13.74\|26909;2026-04-24\|13.83\|0.07\|13.87\|13.96\|13.74\|24283;2026-04-27\|13.99\|1.16\|13.83\|14.07\|13.80\|33535;2026-04-28\|13.32\|-4.79\|13.85\|13.99\|13.16\|59409;2026-04-29\|13.67\|2.63\|13.51\|13.86\|13.22\|60523;2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658
117521	苹果寻求获准从长鑫存储购买内存芯片	AI推理芯片+端侧AI+人形机器人行业原因： API聚合平台OpenRouter数据显示，2026年2月，中国AI模型调用量三周大涨127%，首次超越美国，且全球前五中占四席。公司原因： 1、据2025年8月27日2025年半年度报告，公司是国内领先的AI推理芯片提供商，拥有DeepEdge10系列芯片及GPNPU架构，已商业化应用于机器人、边缘网关、服务器等场景。 2、据2026年2月12日互动易，在终端，公司计划加强与智能设备制造商的合作，将公司的AI推理芯片应用到其产品中；在边端，公司将以自研芯片、模组及服务器、IP授权等产品形式，面向机器人、无人车、无人机、智慧交通等场景提供高能效、低功率和高实时性要求的算力服务，并不断寻求在使用量级上持续突破。 3、据2025年11月21日互动易，公司参股深圳国创具身智能机器人有限公司，并开发新一代“大脑”芯片DeepXBot系列，用于人形机器人感知、认知、决策与控制推理任务。	公司正在研发的推理芯片采用GPNPU架构，引入3D堆叠存储架构突破“内存墙”，并以“算力积木”架构构建机架级超节点，目标满足万亿级乃至十万亿级MoE架构大模型的推理需求	2026-03-03\|98.89\|-5.82\|105.57\|105.95\|96.80\|269036;2026-03-04\|96.15\|-2.77\|96.33\|101.38\|93.12\|231935;2026-03-05\|97.03\|0.92\|99.00\|99.96\|95.00\|223437;2026-03-06\|97.87\|0.87\|96.06\|98.26\|93.57\|182662;2026-03-09\|100.28\|2.46\|93.18\|102.29\|90.77\|288136;2026-03-10\|97.40\|-2.87\|104.75\|104.75\|96.50\|252285;2026-03-11\|95.20\|-2.26\|96.60\|100.78\|95.00\|179179;2026-03-12\|98.20\|3.15\|95.20\|101.00\|94.55\|212135;2026-03-13\|87.81\|-10.58\|96.80\|96.93\|87.80\|247283;2026-03-16\|90.56\|3.13\|87.81\|92.55\|85.40\|162270;2026-03-17\|86.35\|-4.65\|90.99\|92.11\|86.23\|122202;2026-03-18\|89.44\|3.58\|88.00\|89.97\|86.66\|124561;2026-03-19\|86.55\|-3.23\|85.99\|89.13\|85.51\|118667;2026-03-20\|82.00\|-5.26\|87.28\|87.48\|81.90\|125614;2026-03-23\|75.81\|-7.55\|79.50\|81.08\|74.80\|144574;2026-03-24\|79.21\|4.48\|77.25\|81.37\|74.11\|145905;2026-03-25\|79.28\|0.09\|80.00\|81.99\|78.08\|110430;2026-03-26\|75.99\|-4.15\|80.30\|80.40\|75.62\|102181;2026-03-27\|77.32\|1.75\|73.93\|78.16\|73.78\|75914;2026-03-30\|76.32\|-1.29\|76.00\|77.06\|74.75\|63687;2026-03-31\|74.60\|-2.25\|75.89\|77.43\|74.50\|64989;2026-04-01\|78.99\|5.88\|76.50\|80.78\|76.01\|139441;2026-04-02\|74.84\|-5.25\|78.45\|78.80\|74.32\|102486;2026-04-03\|76.37\|2.04\|76.00\|77.99\|75.00\|96958;2026-04-07\|75.51\|-1.13\|76.06\|78.78\|75.27\|123606;2026-04-08\|85.80\|13.63\|78.99\|86.08\|78.52\|205454;2026-04-09\|83.46\|-2.73\|84.13\|85.95\|83.11\|121475;2026-04-10\|84.00\|0.65\|84.90\|86.16\|84.00\|113923;2026-04-13\|86.24\|2.67\|83.00\|87.08\|83.00\|122100;2026-04-14\|88.45\|2.56\|87.06\|91.58\|86.50\|165291;2026-04-15\|89.20\|0.85\|90.00\|92.29\|87.18\|161866;2026-04-16\|91.26\|2.31\|89.77\|92.29\|88.18\|152140;2026-04-17\|92.30\|1.14\|90.99\|94.43\|89.96\|129758;2026-04-20\|93.43\|1.22\|93.91\|97.08\|93.00\|143408;2026-04-21\|91.72\|-1.83\|92.90\|93.26\|89.74\|101857;2026-04-22\|96.00\|4.67\|91.55\|97.58\|90.68\|154050;2026-04-23\|94.25\|-1.82\|96.19\|97.00\|91.60\|134708;2026-04-24\|92.42\|-1.94\|94.53\|99.00\|90.77\|232149;2026-04-27\|88.70\|-4.03\|90.00\|91.00\|87.16\|193314;2026-04-28\|85.24\|-3.90\|87.23\|89.58\|84.85\|136899;2026-04-29\|83.74\|-1.76\|85.50\|85.50\|81.85\|109890;2026-04-30\|88.00\|5.09\|82.50\|89.90\|82.33\|188102;2026-05-06\|87.96\|-0.05\|91.00\|92.60\|87.88\|190419;2026-05-07\|89.77\|2.06\|88.58\|91.60\|87.00\|180021;2026-05-08\|87.11\|-2.96\|90.00\|90.00\|87.00\|150570;2026-05-11\|86.24\|-1.00\|88.85\|88.87\|84.65\|160612;2026-05-12\|84.01\|-2.59\|86.16\|86.41\|82.80\|156400;2026-05-13\|86.80\|3.32\|83.50\|87.77\|82.05\|164848;2026-05-14\|82.90\|-4.49\|88.00\|88.66\|82.18\|168398;2026-05-15\|80.80\|-2.53\|83.40\|85.40\|80.14\|174766;2026-05-18\|82.75\|2.41\|81.30\|85.14\|80.93\|145490;2026-05-19\|85.40\|3.20\|83.00\|85.84\|80.01\|172860;2026-05-20\|83.58\|-2.13\|84.19\|86.27\|83.05\|129751;2026-05-21\|77.50\|-7.27\|84.66\|85.18\|77.26\|175696;2026-05-22\|78.50\|1.29\|78.97\|79.43\|76.43\|120854;2026-05-25\|79.70\|1.53\|78.80\|81.44\|77.88\|121460;2026-05-26\|77.01\|-3.38\|79.71\|79.90\|75.50\|121094;2026-05-27\|74.26\|-3.57\|77.62\|78.19\|73.80\|107159;2026-05-28\|73.40\|-1.16\|74.50\|74.60\|71.85\|102479;2026-05-29\|68.55\|-6.61\|73.98\|74.44\|67.89\|130433;2026-06-01\|65.96\|-3.78\|68.70\|69.28\|65.90\|108757;2026-06-02\|64.81\|-1.74\|66.66\|67.28\|64.38\|108639;2026-06-03\|66.04\|1.90\|65.00\|67.85\|64.01\|122333;2026-06-04\|64.39\|-2.50\|65.05\|65.50\|63.85\|90851;2026-06-05\|63.76\|-0.98\|63.90\|65.99\|62.26\|97223;2026-06-08\|62.26\|-2.35\|61.50\|64.11\|61.27\|100829;2026-06-09\|64.22\|3.15\|63.00\|64.40\|61.31\|103082;2026-06-10\|63.91\|-0.48\|63.46\|69.19\|63.05\|155762;2026-06-11\|62.10\|-2.83\|63.80\|63.90\|61.50\|103799;2026-06-12\|61.16\|-1.51\|63.01\|63.80\|61.00\|130172;2026-06-15\|63.89\|4.46\|61.56\|64.44\|61.56\|105096;2026-06-16\|73.50\|15.04\|64.90\|75.00\|64.80\|263434;2026-06-17\|74.00\|0.68\|71.77\|74.75\|71.37\|187081;2026-06-18\|75.63\|2.20\|74.35\|78.78\|74.35\|191051;2026-06-22\|73.61\|-2.67\|75.30\|76.05\|70.51\|175908;2026-06-23\|71.71\|-2.58\|73.65\|76.20\|71.00\|125581;2026-06-24\|75.76\|5.65\|71.99\|77.12\|69.91\|155359;2026-06-25\|75.94\|0.24\|75.61\|77.77\|72.75\|177492;2026-06-26\|70.33\|-7.39\|74.63\|75.10\|70.33\|135700;2026-06-29\|77.45\|10.12\|70.92\|78.79\|70.66\|226786;2026-06-30\|81.66\|5.44\|76.60\|84.97\|76.30\|214063;2026-07-01\|81.52\|-0.17\|82.56\|86.49\|80.00\|193405;2026-07-02\|82.34\|1.01\|80.46\|86.20\|78.60\|212954;2026-07-03\|82.70\|0.44\|81.90\|86.20\|81.90\|157941;2026-07-06\|80.48\|-2.68\|83.03\|84.38\|79.60\|153395;2026-07-07\|79.47\|-1.25\|79.41\|83.50\|78.33\|154705;2026-07-08\|86.06\|8.29\|80.84\|88.83\|80.70\|309007;2026-07-09\|88.88\|3.28\|85.98\|89.38\|83.89\|245668;2026-07-10\|87.13\|-1.97\|87.11\|92.57\|85.10\|26291703
117520	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：上海新阳KrF光刻胶已批量化销售，叠加苹果拟采购长鑫存储芯片催化国产芯片材料逻辑；涨停缘由：KrF光刻胶实现稳定量产并批量出货，ArF光刻胶样品进入国内晶圆厂验证阶段；苹果寻求获准采购长鑫存储内存芯片，强化国产存储产业链信心，带动上游材料关注度提升；资金逻辑：涨停当日主力资金净流入超9000万元，融资余额单日增长超4000万元，大单与中单合计占比超八成，显示机构与杠杆资金高度共识；风险提示：EUV光刻胶仍处早期开发阶段，技术差距明显；ArF验证周期较长，短期放量不确定性较高	半导体关键工艺材料提供商；公司KrF光刻胶已批量化生产销售，ArF类光刻胶样品目前在国内晶圆制造企业验证中，EUV光刻胶尚在开发阶段	2026-03-03\|74.05\|-4.89\|79.15\|79.69\|73.96\|108562;2026-03-04\|74.81\|1.03\|73.96\|77.32\|73.96\|73817;2026-03-05\|75.70\|1.19\|76.66\|78.67\|75.09\|80220;2026-03-06\|74.82\|-1.16\|75.23\|76.22\|74.64\|53460;2026-03-09\|73.04\|-2.38\|73.00\|73.45\|70.01\|73897;2026-03-10\|78.30\|7.20\|74.89\|78.46\|74.06\|103970;2026-03-11\|79.83\|1.95\|79.77\|85.43\|79.45\|146571;2026-03-12\|81.20\|1.72\|80.00\|82.60\|78.46\|110792;2026-03-13\|83.44\|2.76\|79.80\|86.80\|79.74\|176511;2026-03-16\|87.30\|4.63\|83.03\|88.59\|81.48\|181767;2026-03-17\|80.14\|-8.20\|86.33\|86.50\|80.10\|135157;2026-03-18\|80.49\|0.44\|81.35\|81.66\|79.10\|86118;2026-03-19\|77.98\|-3.12\|79.02\|79.49\|77.28\|73202;2026-03-20\|78.10\|0.15\|78.64\|82.20\|77.65\|117396;2026-03-23\|71.56\|-8.37\|75.87\|76.85\|70.91\|117279;2026-03-24\|71.48\|-0.11\|72.90\|73.02\|69.16\|88935;2026-03-25\|74.93\|4.83\|73.02\|76.50\|73.02\|93367;2026-03-26\|70.94\|-5.33\|74.34\|74.68\|70.40\|88900;2026-03-27\|76.52\|7.87\|70.01\|77.72\|69.58\|133496;2026-03-30\|77.46\|1.23\|75.47\|77.88\|74.30\|74666;2026-03-31\|73.46\|-5.16\|76.77\|76.99\|73.15\|62640;2026-04-01\|75.68\|3.02\|75.30\|76.35\|74.47\|71897;2026-04-02\|72.68\|-3.96\|75.80\|75.80\|71.83\|69299;2026-04-03\|73.11\|0.59\|73.03\|74.88\|73.03\|53797;2026-04-07\|74.14\|1.41\|73.23\|75.14\|72.70\|53149;2026-04-08\|81.01\|9.27\|76.40\|81.01\|75.56\|127613;2026-04-09\|81.96\|1.17\|79.60\|82.50\|79.32\|110581;2026-04-10\|83.18\|1.49\|82.50\|85.85\|82.30\|123267;2026-04-13\|83.63\|0.54\|83.00\|86.48\|82.78\|94919;2026-04-14\|85.50\|2.24\|84.32\|88.16\|84.10\|107336;2026-04-15\|84.10\|-1.64\|85.55\|86.44\|83.74\|86891;2026-04-16\|83.69\|-0.49\|84.12\|84.68\|83.00\|79290;2026-04-17\|87.86\|4.98\|83.70\|89.98\|83.26\|156579;2026-04-20\|85.45\|-2.74\|88.06\|88.47\|85.25\|104389;2026-04-21\|86.68\|1.44\|85.88\|87.50\|84.80\|85312;2026-04-22\|86.01\|-0.77\|85.82\|88.49\|85.00\|112499;2026-04-23\|85.40\|-0.71\|86.88\|87.88\|83.90\|102667;2026-04-24\|86.43\|1.21\|86.29\|88.50\|85.00\|144821;2026-04-27\|89.88\|3.99\|86.80\|92.92\|86.45\|194057;2026-04-28\|90.91\|1.15\|89.07\|91.70\|85.80\|160095;2026-04-29\|95.90\|5.49\|90.01\|96.98\|88.78\|237967;2026-04-30\|94.77\|-1.18\|95.90\|96.00\|92.98\|133601;2026-05-06\|94.53\|-0.25\|97.00\|102.90\|94.18\|230708;2026-05-07\|95.78\|1.32\|95.88\|96.65\|93.01\|133877;2026-05-08\|91.80\|-4.16\|93.75\|94.30\|91.31\|146196;2026-05-11\|95.77\|4.32\|93.86\|98.19\|93.00\|152044;2026-05-12\|99.72\|4.12\|95.00\|100.65\|94.61\|172300;2026-05-13\|102.66\|2.95\|97.90\|104.31\|95.68\|161566;2026-05-14\|95.70\|-6.78\|102.00\|102.44\|95.68\|165042;2026-05-15\|98.31\|2.73\|95.82\|104.00\|94.01\|195433;2026-05-18\|100.66\|2.39\|98.35\|103.24\|94.63\|155504;2026-05-19\|103.33\|2.65\|99.89\|103.71\|97.05\|128279;2026-05-20\|105.58\|2.18\|102.38\|108.11\|101.98\|186834;2026-05-21\|99.56\|-5.70\|107.00\|110.90\|99.00\|220460;2026-05-22\|98.85\|-0.71\|101.38\|101.60\|96.68\|145094;2026-05-25\|109.67\|10.95\|98.75\|114.77\|94.51\|270137;2026-05-26\|105.33\|-3.54\|109.56\|109.56\|102.00\|168783;2026-05-27\|97.93\|-7.03\|105.87\|107.13\|97.60\|193709;2026-05-28\|101.53\|3.68\|97.53\|104.43\|96.60\|153515;2026-05-29\|91.18\|-10.19\|101.47\|101.47\|89.67\|211045;2026-06-01\|89.81\|-1.50\|91.18\|93.50\|89.55\|119905;2026-06-02\|90.92\|1.24\|90.80\|93.33\|89.55\|100357;2026-06-03\|92.38\|1.61\|91.01\|95.88\|90.98\|120731;2026-06-04\|93.90\|1.65\|91.38\|94.88\|91.00\|97671;2026-06-05\|93.45\|-0.48\|92.01\|97.66\|89.56\|145741;2026-06-08\|87.83\|-6.01\|88.03\|91.09\|86.86\|113389;2026-06-09\|95.80\|9.07\|89.01\|96.03\|88.21\|165317;2026-06-10\|96.43\|0.66\|94.61\|98.50\|93.88\|159741;2026-06-11\|102.02\|5.80\|95.81\|102.69\|95.51\|207441;2026-06-12\|95.73\|-6.17\|102.17\|106.00\|94.03\|247669;2026-06-15\|100.49\|4.97\|96.99\|100.58\|93.01\|160860;2026-06-16\|100.02\|-0.47\|100.48\|101.67\|98.68\|136227;2026-06-17\|106.56\|6.54\|98.31\|106.86\|98.03\|180268;2026-06-18\|105.80\|-0.71\|106.00\|107.57\|104.01\|154262;2026-06-22\|109.11\|3.13\|107.01\|109.69\|104.44\|175952;2026-06-23\|105.70\|-3.13\|110.00\|112.91\|104.12\|151877;2026-06-24\|114.41\|8.24\|106.70\|115.19\|103.58\|222022;2026-06-25\|113.58\|-0.73\|115.59\|115.63\|109.33\|188735;2026-06-26\|116.76\|2.80\|111.25\|119.00\|111.00\|205582;2026-06-29\|128.77\|10.29\|119.00\|131.97\|118.24\|278122;2026-06-30\|131.50\|2.12\|129.50\|131.95\|123.00\|208364;2026-07-01\|126.02\|-4.17\|128.59\|136.98\|124.05\|222405;2026-07-02\|117.31\|-6.91\|119.00\|123.78\|113.35\|192086;2026-07-03\|109.79\|-6.41\|116.00\|118.73\|109.03\|161919;2026-07-06\|110.00\|0.19\|113.00\|114.99\|106.03\|135945;2026-07-07\|114.55\|4.14\|108.85\|116.88\|107.33\|129843;2026-07-08\|110.58\|-3.47\|114.40\|115.25\|104.55\|128270;2026-07-09\|131.32\|18.76\|115.05\|132.50\|115.00\|247159;2026-07-10\|119.70\|-8.85\|130.01\|132.67\|119.17\|197341
117519	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：国内功率半导体IDM龙头，纵向一体化覆盖硅片-芯片-封装测试，受益存储涨价带动晶圆代工需求及汽车电子渗透提升；涨停缘由：车规级MOSFET、IGBT模块批量供货比亚迪、蔚来；光伏逆变器配套份额提升；硅片自供比例提高增强成本优势；资金逻辑：资金聚焦半导体中业绩确定性最强的功率赛道，叠加低估值修复与国产替代加速，机构增持意愿强烈；风险提示：功率器件价格仍处下行通道；海外巨头降价竞争加剧；新能源车增速放缓或影响订单持续性	公司为功率半导体龙头，是国内少数集单晶硅片制造、芯片设计制造、器件设计封装测试、终端销售与服务等纵向产业链为一体的规模企业	2026-03-03\|79.00\|-7.72\|86.30\|86.98\|78.70\|208577;2026-03-04\|80.79\|2.27\|78.11\|81.85\|78.11\|148928;2026-03-05\|80.41\|-0.47\|83.00\|83.47\|79.77\|118520;2026-03-06\|79.75\|-0.82\|80.16\|81.11\|79.00\|101190;2026-03-09\|78.10\|-2.07\|77.02\|78.67\|74.50\|140338;2026-03-10\|79.64\|1.97\|79.58\|80.90\|78.85\|111511;2026-03-11\|79.11\|-0.67\|79.50\|80.97\|78.88\|84972;2026-03-12\|78.84\|-0.34\|78.98\|81.10\|77.97\|82952;2026-03-13\|77.20\|-2.08\|78.02\|79.41\|76.95\|89955;2026-03-16\|77.51\|0.40\|77.00\|78.47\|75.17\|106777;2026-03-17\|74.92\|-3.34\|78.17\|78.30\|74.86\|78458;2026-03-18\|76.40\|1.98\|75.01\|76.73\|74.44\|77123;2026-03-19\|74.06\|-3.06\|75.20\|75.48\|73.60\|78355;2026-03-20\|73.50\|-0.76\|74.51\|75.64\|73.50\|86150;2026-03-23\|68.60\|-6.67\|72.05\|72.50\|67.70\|169128;2026-03-24\|69.50\|1.31\|69.58\|69.85\|67.30\|106926;2026-03-25\|72.12\|3.77\|70.27\|72.57\|70.12\|96221;2026-03-26\|71.42\|-0.97\|72.00\|73.17\|70.71\|82343;2026-03-27\|73.60\|3.05\|70.30\|73.96\|70.15\|101236;2026-03-30\|72.78\|-1.11\|72.75\|73.40\|71.63\|101948;2026-03-31\|67.47\|-7.30\|69.15\|69.65\|66.20\|234664;2026-04-01\|70.67\|4.74\|69.30\|71.18\|68.89\|152589;2026-04-02\|71.74\|1.51\|73.50\|73.77\|70.96\|150504;2026-04-03\|72.17\|0.60\|73.02\|74.46\|72.03\|128940;2026-04-07\|70.79\|-1.91\|72.74\|73.28\|70.60\|102444;2026-04-08\|77.80\|9.90\|73.80\|77.86\|73.39\|186387;2026-04-09\|77.62\|-0.23\|77.01\|78.38\|76.00\|123891;2026-04-10\|77.95\|0.43\|78.35\|79.63\|77.84\|114627;2026-04-13\|77.48\|-0.60\|77.58\|78.72\|76.30\|88082;2026-04-14\|78.38\|1.16\|78.08\|79.60\|77.47\|116110;2026-04-15\|76.54\|-2.35\|78.92\|78.92\|76.14\|111270;2026-04-16\|77.76\|1.59\|76.96\|77.98\|76.53\|90430;2026-04-17\|78.69\|1.20\|77.55\|78.93\|76.97\|100984;2026-04-20\|81.78\|3.93\|80.00\|83.75\|79.94\|188152;2026-04-21\|81.39\|-0.48\|81.42\|82.15\|79.76\|128571;2026-04-22\|83.00\|1.98\|81.51\|83.10\|81.39\|133809;2026-04-23\|82.16\|-1.01\|83.36\|84.78\|81.48\|134409;2026-04-24\|82.85\|0.84\|82.60\|84.50\|82.50\|135998;2026-04-27\|79.13\|-4.49\|77.00\|79.59\|73.60\|279159;2026-04-28\|77.79\|-1.69\|77.80\|80.57\|76.90\|186997;2026-04-29\|77.89\|0.13\|77.15\|78.57\|74.80\|167289;2026-04-30\|75.88\|-2.58\|77.71\|78.47\|74.90\|192176;2026-05-06\|78.46\|3.40\|77.15\|80.66\|77.13\|218747;2026-05-07\|78.96\|0.64\|78.80\|79.75\|76.98\|191344;2026-05-08\|76.64\|-2.32\|77.80\|77.99\|74.88\|207339;2026-05-11\|77.73\|1.42\|77.80\|78.98\|76.50\|254550;2026-05-12\|78.40\|0.86\|77.73\|78.46\|74.88\|251915;2026-05-13\|83.12\|6.02\|76.88\|83.47\|75.80\|313231;2026-05-14\|84.00\|1.06\|84.22\|85.80\|82.01\|349303;2026-05-15\|82.89\|-1.32\|84.32\|85.44\|80.31\|313641;2026-05-18\|81.40\|-1.80\|82.21\|83.36\|80.10\|221900;2026-05-19\|79.61\|-2.20\|80.39\|80.88\|76.37\|223872;2026-05-20\|83.71\|5.15\|79.00\|83.71\|78.90\|248703;2026-05-21\|77.61\|-7.29\|84.78\|84.78\|77.50\|279160;2026-05-22\|86.38\|11.30\|79.51\|88.00\|79.36\|420155;2026-05-25\|95.24\|10.26\|89.39\|96.30\|86.88\|441524;2026-05-26\|97.90\|2.79\|93.90\|99.77\|90.61\|407324;2026-05-27\|110.02\|12.38\|101.90\|114.86\|101.20\|516596;2026-05-28\|114.30\|3.89\|110.80\|118.00\|108.13\|415839;2026-05-29\|107.12\|-6.28\|114.00\|115.41\|106.00\|372979;2026-06-01\|99.25\|-7.35\|105.21\|107.03\|98.78\|339072;2026-06-02\|101.50\|2.27\|99.38\|103.98\|96.10\|277013;2026-06-03\|105.82\|4.26\|107.23\|111.23\|103.95\|334634;2026-06-04\|105.50\|-0.30\|104.00\|108.96\|103.00\|221875;2026-06-05\|102.87\|-2.49\|104.19\|108.66\|101.31\|226643;2026-06-08\|94.46\|-8.18\|97.73\|98.78\|93.18\|238394;2026-06-09\|107.88\|14.21\|97.96\|108.00\|95.35\|272519;2026-06-10\|100.40\|-6.93\|103.01\|105.88\|99.02\|209643;2026-06-11\|100.19\|-0.21\|99.01\|102.98\|98.50\|174159;2026-06-12\|96.68\|-3.50\|104.20\|105.88\|95.75\|255533;2026-06-15\|105.15\|8.76\|98.77\|105.98\|94.72\|281675;2026-06-16\|108.80\|3.47\|107.00\|113.00\|105.35\|311039;2026-06-17\|114.10\|4.87\|108.00\|115.00\|106.66\|373853;2026-06-18\|123.13\|7.91\|113.50\|126.12\|111.88\|371698;2026-06-22\|128.11\|4.04\|130.00\|133.07\|123.32\|400348;2026-06-23\|132.96\|3.79\|128.00\|136.50\|127.00\|399932;2026-06-24\|132.99\|0.02\|130.00\|142.72\|129.00\|432214;2026-06-25\|137.45\|3.35\|132.03\|138.00\|129.26\|363205;2026-06-26\|135.76\|-1.23\|133.88\|142.67\|129.51\|333740;2026-06-29\|149.95\|10.45\|145.24\|155.95\|141.19\|405740;2026-06-30\|157.23\|4.86\|153.00\|159.88\|142.25\|348785;2026-07-01\|152.00\|-3.33\|154.96\|162.00\|147.96\|319294;2026-07-02\|135.59\|-10.80\|145.50\|146.97\|135.00\|299367;2026-07-03\|129.46\|-4.52\|134.00\|138.00\|128.00\|258565;2026-07-06\|131.44\|1.53\|131.50\|134.29\|125.01\|239161;2026-07-07\|134.90\|2.63\|129.44\|139.58\|127.30\|259905;2026-07-08\|128.04\|-5.09\|135.30\|136.88\|122.60\|232924;2026-07-09\|136.62\|6.70\|130.88\|136.83\|123.91\|265525;2026-07-10\|118.67\|-13.14\|135.50\|139.13\|118.10\|376695
117518	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：长鑫科技IPO注册获批强化国产半导体制造信心，公司作为掩膜版核心供应商深度服务中芯国际、士兰微等客户；涨停缘由：掩膜版是晶圆制造关键耗材，长鑫科技量产将拉动上游配套需求，清溢光电在集成电路掩膜版领域市占率持续提升；资金逻辑：资金挖掘国产替代纵深环节，掩膜版国产化率仍偏低，公司技术壁垒高、客户黏性强；风险提示：掩膜版行业周期性明显，下游晶圆厂资本开支节奏变化将直接影响订单能见度	公司产品线已覆盖了半导体芯片掩膜版中的封装领域	2026-03-03\|28.53\|-7.91\|30.99\|31.04\|28.48\|79093;2026-03-04\|27.80\|-2.56\|27.99\|28.77\|27.65\|43723;2026-03-05\|29.10\|4.68\|28.40\|30.27\|28.33\|68536;2026-03-06\|28.89\|-0.72\|28.83\|29.32\|28.57\|40498;2026-03-09\|28.26\|-2.18\|28.02\|28.43\|27.14\|47414;2026-03-10\|29.23\|3.43\|28.80\|29.46\|28.80\|36708;2026-03-11\|28.88\|-1.20\|29.35\|29.88\|28.80\|32104;2026-03-12\|28.47\|-1.42\|28.87\|29.09\|28.18\|31494;2026-03-13\|28.35\|-0.42\|28.20\|28.89\|28.01\|24960;2026-03-16\|28.93\|2.05\|28.15\|28.93\|27.74\|34147;2026-03-17\|27.97\|-3.32\|28.86\|28.90\|27.90\|28272;2026-03-18\|28.75\|2.79\|28.09\|28.84\|28.04\|27657;2026-03-19\|28.26\|-1.70\|28.30\|28.61\|27.95\|22231;2026-03-20\|27.63\|-2.23\|28.40\|28.79\|27.60\|35653;2026-03-23\|25.88\|-6.33\|26.88\|27.04\|25.83\|40473;2026-03-24\|26.11\|0.89\|26.55\|26.57\|25.30\|35667;2026-03-25\|26.82\|2.72\|26.20\|27.15\|26.20\|30302;2026-03-26\|26.16\|-2.46\|26.72\|26.98\|25.95\|19483;2026-03-27\|26.50\|1.30\|25.75\|26.68\|25.58\|18154;2026-03-30\|26.60\|0.38\|25.90\|26.64\|25.83\|16603;2026-03-31\|25.91\|-2.59\|26.45\|26.67\|25.88\|15581;2026-04-01\|26.83\|3.55\|26.48\|26.87\|26.35\|23610;2026-04-02\|25.71\|-4.17\|26.56\|26.80\|25.51\|29405;2026-04-03\|25.99\|1.09\|25.85\|26.29\|25.62\|18920;2026-04-07\|26.29\|1.15\|25.96\|26.46\|25.76\|18715;2026-04-08\|27.66\|5.21\|27.00\|27.66\|26.83\|35197;2026-04-09\|27.59\|-0.25\|27.39\|27.85\|27.23\|23465;2026-04-10\|27.51\|-0.29\|27.76\|28.08\|27.48\|21251;2026-04-13\|27.37\|-0.51\|27.30\|27.68\|27.22\|22039;2026-04-14\|27.99\|2.27\|27.66\|28.24\|27.66\|25114;2026-04-15\|27.67\|-1.14\|28.28\|28.28\|27.63\|19626;2026-04-16\|28.08\|1.48\|27.66\|28.22\|27.61\|19829;2026-04-17\|28.56\|1.71\|27.99\|28.65\|27.88\|24859;2026-04-20\|28.50\|-0.21\|28.41\|28.75\|28.33\|23239;2026-04-21\|28.54\|0.14\|28.38\|28.56\|28.07\|20409;2026-04-22\|30.88\|8.20\|28.54\|31.54\|28.40\|127170;2026-04-23\|29.45\|-4.63\|30.30\|30.38\|29.29\|71530;2026-04-24\|29.68\|0.78\|29.35\|30.23\|29.21\|52789;2026-04-27\|30.49\|2.73\|29.51\|30.84\|29.51\|72156;2026-04-28\|30.52\|0.10\|30.29\|31.39\|29.82\|71114;2026-04-29\|30.66\|0.46\|30.30\|31.12\|29.88\|70328;2026-04-30\|30.94\|0.91\|30.51\|31.54\|30.51\|78042;2026-05-06\|31.58\|2.07\|31.38\|32.32\|31.36\|83609;2026-05-07\|33.14\|4.94\|31.57\|33.27\|31.20\|96135;2026-05-08\|32.37\|-2.32\|32.90\|32.94\|31.90\|79356;2026-05-11\|33.17\|2.47\|32.91\|33.79\|32.59\|83181;2026-05-12\|32.68\|-1.48\|33.23\|33.23\|32.18\|69001;2026-05-13\|33.06\|1.16\|31.99\|33.23\|31.92\|60238;2026-05-14\|33.04\|-0.06\|33.40\|33.77\|32.63\|73860;2026-05-15\|33.44\|1.21\|33.06\|34.27\|32.91\|89762;2026-05-18\|33.27\|-0.51\|33.19\|33.99\|32.33\|65045;2026-05-19\|34.43\|3.49\|32.96\|34.50\|32.30\|96639;2026-05-20\|35.19\|2.21\|34.24\|35.44\|33.93\|108012;2026-05-21\|32.64\|-7.25\|35.99\|36.58\|32.48\|161279;2026-05-22\|33.78\|3.49\|32.94\|34.05\|32.57\|108205;2026-05-25\|35.78\|5.92\|33.88\|35.97\|33.01\|134948;2026-05-26\|34.02\|-4.92\|35.54\|35.55\|33.08\|122960;2026-05-27\|33.31\|-2.09\|34.34\|35.26\|33.14\|118983;2026-05-28\|34.52\|3.63\|33.21\|34.70\|32.90\|115989;2026-05-29\|31.14\|-9.79\|34.59\|34.86\|30.86\|140002;2026-06-01\|30.49\|-2.09\|31.16\|31.67\|30.38\|74440;2026-06-02\|31.12\|2.07\|30.20\|31.70\|29.60\|92286;2026-06-03\|31.06\|-0.19\|30.99\|32.12\|30.49\|86946;2026-06-04\|31.44\|1.22\|30.47\|31.92\|30.47\|58805;2026-06-05\|31.95\|1.62\|31.00\|33.19\|30.21\|90931;2026-06-08\|30.77\|-3.69\|30.25\|31.98\|29.92\|80595;2026-06-09\|32.50\|5.62\|31.17\|32.64\|30.50\|92856;2026-06-10\|34.20\|5.23\|32.16\|34.83\|32.00\|177261;2026-06-11\|36.75\|7.46\|33.58\|37.84\|33.51\|235657;2026-06-12\|35.32\|-3.89\|38.00\|40.00\|34.93\|261607;2026-06-15\|37.48\|6.12\|35.41\|38.00\|34.68\|194389;2026-06-16\|37.11\|-0.99\|37.38\|37.60\|36.63\|187208;2026-06-17\|40.93\|10.29\|36.30\|42.58\|36.03\|259488;2026-06-18\|39.26\|-4.08\|40.53\|40.61\|39.03\|179951;2026-06-22\|40.00\|1.88\|39.88\|40.43\|38.05\|189299;2026-06-23\|38.22\|-4.23\|39.00\|39.00\|37.11\|119962;2026-06-24\|40.14\|5.02\|37.55\|40.30\|36.92\|152473;2026-06-25\|40.65\|1.27\|40.15\|41.32\|38.47\|162923;2026-06-26\|42.55\|4.67\|39.50\|44.98\|39.31\|210366;2026-06-29\|47.05\|10.58\|43.52\|47.15\|42.00\|243588;2026-06-30\|47.00\|-0.11\|47.00\|47.51\|44.46\|190069;2026-07-01\|50.39\|7.21\|46.07\|53.49\|45.88\|218754;2026-07-02\|45.70\|-9.31\|47.90\|49.48\|44.58\|175993;2026-07-03\|42.39\|-7.24\|45.00\|46.50\|42.36\|163102;2026-07-06\|41.31\|-2.55\|42.53\|42.95\|39.76\|130154;2026-07-07\|41.49\|0.44\|40.50\|42.44\|40.14\|112504;2026-07-08\|45.70\|10.15\|41.20\|47.99\|38.00\|236384;2026-07-09\|47.96\|4.95\|45.51\|48.28\|44.47\|196516;2026-07-10\|43.80\|-8.67\|48.00\|49.20\|43.80\|18251854
117517	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中；一季度净利润同比增长197.2%	2026-03-03\|333.50\|-4.48\|350.02\|354.89\|332.80\|110988;2026-03-04\|332.74\|-0.23\|329.00\|338.60\|328.33\|67463;2026-03-05\|340.49\|2.33\|340.01\|349.90\|335.50\|94851;2026-03-06\|336.30\|-1.23\|338.00\|346.00\|335.33\|67291;2026-03-09\|323.71\|-3.74\|327.00\|327.00\|315.04\|113508;2026-03-10\|327.29\|1.11\|332.00\|337.48\|324.25\|91039;2026-03-11\|320.30\|-2.14\|325.00\|326.74\|317.00\|95988;2026-03-12\|315.33\|-1.55\|320.00\|326.29\|313.33\|72846;2026-03-13\|312.93\|-0.76\|312.14\|316.29\|309.07\|66910;2026-03-16\|320.77\|2.51\|314.99\|321.44\|303.10\|108614;2026-03-17\|313.01\|-2.42\|318.80\|324.89\|312.80\|78428;2026-03-18\|320.93\|2.53\|315.00\|322.38\|314.00\|89185;2026-03-19\|314.10\|-2.13\|316.00\|318.88\|312.50\|58670;2026-03-20\|309.30\|-1.53\|315.67\|319.90\|308.84\|86019;2026-03-23\|297.50\|-3.82\|303.00\|308.93\|295.05\|101174;2026-03-24\|300.45\|0.99\|302.00\|304.50\|293.67\|84297;2026-03-25\|311.58\|3.70\|305.00\|314.87\|303.10\|86427;2026-03-26\|306.00\|-1.79\|308.52\|311.58\|305.01\|59026;2026-03-27\|305.61\|-0.13\|301.39\|310.80\|299.52\|65321;2026-03-30\|316.74\|3.64\|303.03\|322.22\|301.01\|103700;2026-03-31\|306.38\|-3.27\|318.00\|322.98\|306.09\|80954;2026-04-01\|313.54\|2.34\|314.33\|318.88\|310.63\|74212;2026-04-02\|299.19\|-4.58\|312.00\|312.00\|296.03\|86839;2026-04-03\|293.50\|-1.90\|303.48\|303.48\|292.33\|58920;2026-04-07\|293.60\|0.03\|294.00\|300.29\|292.34\|59465;2026-04-08\|317.69\|8.21\|305.00\|322.25\|304.50\|158121;2026-04-09\|321.30\|1.14\|314.03\|329.39\|311.03\|131581;2026-04-10\|324.00\|0.84\|326.30\|331.63\|322.92\|92571;2026-04-13\|316.58\|-2.29\|322.00\|323.49\|315.69\|93634;2026-04-14\|324.50\|2.50\|321.58\|329.76\|320.06\|127950;2026-04-15\|320.36\|-1.28\|327.95\|334.66\|319.00\|137646;2026-04-16\|318.50\|-0.58\|323.10\|324.50\|316.00\|105012;2026-04-17\|314.00\|-1.41\|316.50\|320.30\|309.20\|138602;2026-04-20\|313.54\|-0.15\|309.58\|317.50\|303.88\|113499;2026-04-21\|308.88\|-1.49\|314.85\|314.95\|305.58\|95884;2026-04-22\|319.99\|3.60\|308.88\|320.78\|308.18\|153356;2026-04-23\|315.05\|-1.54\|322.00\|323.80\|311.00\|117909;2026-04-24\|323.38\|2.64\|317.00\|327.80\|309.50\|172672;2026-04-27\|352.01\|8.85\|329.13\|355.00\|322.78\|262271;2026-04-28\|362.27\|2.91\|353.02\|373.11\|353.01\|213024;2026-04-29\|359.76\|-0.69\|358.92\|364.00\|349.53\|144079;2026-04-30\|376.30\|4.60\|360.00\|379.00\|355.55\|191654;2026-05-06\|383.30\|1.86\|400.00\|412.22\|381.20\|237892;2026-05-07\|384.60\|0.34\|390.00\|393.00\|377.27\|170080;2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|37994710
117516	苹果寻求获准从长鑫存储购买内存芯片	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂，2025年营收37.16亿，300mm硅片销量同比增长27%	2026-03-03\|19.73\|-4.50\|20.72\|20.95\|19.68\|445423;2026-03-04\|19.31\|-2.13\|19.59\|19.95\|19.28\|289381;2026-03-05\|19.50\|0.98\|19.70\|19.88\|19.38\|268205;2026-03-06\|19.57\|0.36\|19.38\|19.72\|19.36\|185354;2026-03-09\|19.24\|-1.69\|19.25\|19.36\|18.85\|296564;2026-03-10\|19.55\|1.61\|19.50\|19.72\|19.39\|226920;2026-03-11\|19.91\|1.84\|19.60\|20.03\|19.54\|288751;2026-03-12\|19.53\|-1.91\|19.83\|19.89\|19.46\|220250;2026-03-13\|19.34\|-0.97\|19.23\|19.76\|19.16\|258997;2026-03-16\|19.42\|0.41\|19.30\|19.49\|19.08\|245422;2026-03-17\|18.88\|-2.78\|19.50\|19.58\|18.88\|207488;2026-03-18\|18.86\|-0.11\|18.98\|19.10\|18.57\|219158;2026-03-19\|18.65\|-1.11\|18.59\|18.88\|18.55\|192919;2026-03-20\|18.22\|-2.31\|18.74\|18.83\|18.15\|266404;2026-03-23\|17.37\|-4.67\|17.95\|18.02\|17.26\|326140;2026-03-24\|17.61\|1.38\|17.72\|17.78\|17.27\|230109;2026-03-25\|17.76\|0.85\|17.80\|17.95\|17.68\|241579;2026-03-26\|17.48\|-1.58\|17.70\|17.84\|17.41\|162130;2026-03-27\|17.59\|0.63\|17.45\|17.77\|17.31\|151253;2026-03-30\|17.27\|-1.82\|17.50\|17.50\|17.08\|205047;2026-03-31\|16.90\|-2.14\|17.21\|17.50\|16.90\|208977;2026-04-01\|17.25\|2.07\|17.24\|17.34\|17.00\|193662;2026-04-02\|16.90\|-2.03\|17.26\|17.26\|16.82\|198802;2026-04-03\|16.61\|-1.72\|16.90\|17.09\|16.61\|138665;2026-04-07\|16.86\|1.51\|16.76\|17.07\|16.68\|167237;2026-04-08\|17.88\|6.05\|17.28\|17.89\|17.28\|316437;2026-04-09\|17.51\|-2.07\|17.60\|17.88\|17.47\|238238;2026-04-10\|17.72\|1.20\|17.79\|17.97\|17.70\|229928;2026-04-13\|17.66\|-0.34\|17.60\|17.86\|17.52\|210217;2026-04-14\|17.80\|0.79\|17.85\|17.95\|17.63\|262531;2026-04-15\|17.76\|-0.22\|17.88\|18.35\|17.72\|380765;2026-04-16\|17.85\|0.51\|17.87\|17.95\|17.72\|236331;2026-04-17\|18.13\|1.57\|17.78\|18.39\|17.66\|348572;2026-04-20\|20.80\|14.73\|18.50\|21.27\|18.50\|1149935;2026-04-21\|19.77\|-4.95\|20.50\|20.57\|19.66\|643046;2026-04-22\|19.93\|0.81\|19.77\|20.08\|19.66\|536935;2026-04-23\|20.70\|3.86\|20.28\|21.46\|19.94\|880262;2026-04-24\|20.80\|0.48\|20.45\|21.29\|20.41\|663543;2026-04-27\|21.10\|1.44\|21.30\|21.89\|20.82\|760064;2026-04-28\|20.58\|-2.46\|21.00\|21.12\|20.46\|525831;2026-04-29\|20.10\|-2.33\|20.42\|20.52\|19.85\|550449;2026-04-30\|20.61\|2.54\|19.51\|20.80\|19.51\|739169;2026-05-06\|22.33\|8.35\|21.41\|23.25\|21.08\|1359390;2026-05-07\|22.54\|0.94\|21.95\|22.86\|21.69\|851251;2026-05-08\|22.99\|2.00\|22.30\|23.55\|21.90\|1122263;2026-05-11\|24.19\|5.22\|23.97\|25.10\|23.02\|1604254;2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|212238711
117515	苹果寻求获准从长鑫存储购买内存芯片	先进封装+AI芯片+转债赎回行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-03-03\|44.36\|-4.81\|46.50\|47.65\|44.00\|143858;2026-03-04\|43.63\|-1.65\|43.86\|45.97\|43.22\|133006;2026-03-05\|42.92\|-1.63\|45.01\|45.35\|42.35\|138872;2026-03-06\|42.21\|-1.65\|42.48\|43.35\|42.08\|109431;2026-03-09\|39.91\|-5.45\|40.00\|40.40\|38.00\|159981;2026-03-10\|42.19\|5.71\|40.91\|42.69\|40.75\|133260;2026-03-11\|40.86\|-3.15\|42.17\|42.69\|40.67\|99762;2026-03-12\|40.00\|-2.10\|40.61\|41.18\|39.20\|96058;2026-03-13\|39.11\|-2.23\|39.46\|40.38\|38.94\|75331;2026-03-16\|39.88\|1.97\|39.00\|39.94\|37.80\|109935;2026-03-17\|38.35\|-3.84\|40.00\|40.18\|38.26\|63815;2026-03-18\|39.34\|2.58\|38.75\|39.53\|38.37\|65079;2026-03-19\|38.19\|-2.92\|38.61\|38.93\|37.88\|66127;2026-03-20\|36.86\|-3.48\|38.60\|38.72\|36.58\|90618;2026-03-23\|34.75\|-5.72\|36.06\|37.00\|34.35\|116322;2026-03-24\|35.94\|3.42\|35.53\|36.26\|34.30\|97678;2026-03-25\|36.33\|1.09\|36.29\|37.34\|35.94\|95045;2026-03-26\|36.80\|1.29\|36.00\|38.18\|35.82\|178676;2026-03-27\|37.50\|1.90\|36.05\|38.10\|35.80\|109800;2026-03-30\|38.31\|2.16\|37.00\|39.10\|36.10\|146943;2026-03-31\|36.84\|-3.84\|38.00\|38.37\|36.66\|89777;2026-04-01\|39.74\|7.87\|38.00\|40.27\|37.43\|191564;2026-04-02\|38.14\|-4.03\|38.96\|39.94\|37.70\|115849;2026-04-03\|38.02\|-0.31\|38.22\|38.88\|37.89\|106522;2026-04-07\|39.80\|4.68\|38.14\|40.47\|38.14\|183791;2026-04-08\|42.91\|7.81\|41.50\|43.15\|40.90\|157208;2026-04-09\|44.02\|2.59\|42.51\|46.28\|42.30\|210133;2026-04-10\|43.14\|-2.00\|45.02\|46.22\|43.11\|150887;2026-04-13\|45.30\|5.01\|42.80\|45.88\|42.80\|179532;2026-04-14\|47.66\|5.21\|45.90\|48.15\|45.11\|180602;2026-04-15\|47.53\|-0.27\|48.00\|49.25\|47.31\|168015;2026-04-16\|48.65\|2.36\|48.34\|49.68\|47.82\|125301;2026-04-17\|48.20\|-0.93\|48.38\|49.73\|47.50\|112839;2026-04-20\|47.48\|-1.49\|48.00\|48.80\|45.93\|178327;2026-04-21\|44.68\|-5.90\|46.24\|46.79\|43.94\|207001;2026-04-22\|47.85\|7.09\|44.88\|48.82\|43.34\|231696;2026-04-23\|45.95\|-3.97\|47.74\|47.99\|45.31\|123850;2026-04-24\|46.79\|1.83\|45.78\|48.44\|45.06\|192917;2026-04-27\|48.80\|4.30\|47.50\|49.83\|46.97\|185115;2026-04-28\|47.60\|-2.46\|48.00\|50.34\|47.18\|141933;2026-04-29\|46.72\|-1.85\|47.07\|47.90\|46.01\|97385;2026-04-30\|49.21\|5.33\|47.30\|49.55\|47.00\|166850;2026-05-06\|48.81\|-0.81\|51.00\|52.00\|48.70\|218796;2026-05-07\|49.99\|2.42\|49.00\|51.58\|48.11\|271358;2026-05-08\|48.39\|-3.20\|48.80\|48.97\|47.50\|162946;2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|50193009
117514	苹果寻求获准从长鑫存储购买内存芯片	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-03-03\|208.00\|-3.69\|216.99\|224.59\|205.80\|53073;2026-03-04\|203.87\|-1.99\|203.00\|209.40\|198.10\|41193;2026-03-05\|206.52\|1.30\|209.00\|211.96\|204.00\|35412;2026-03-06\|189.79\|-8.10\|205.84\|209.58\|187.35\|80536;2026-03-09\|181.88\|-4.17\|182.01\|185.58\|175.29\|96099;2026-03-10\|184.40\|1.39\|186.01\|188.64\|181.90\|54297;2026-03-11\|178.33\|-3.29\|182.00\|185.98\|175.77\|71894;2026-03-12\|176.15\|-1.22\|178.15\|180.00\|173.58\|52760;2026-03-13\|172.50\|-2.07\|173.00\|176.84\|171.00\|44929;2026-03-16\|174.50\|1.16\|173.40\|174.65\|167.68\|43818;2026-03-17\|170.14\|-2.50\|175.00\|177.78\|170.01\|32213;2026-03-18\|170.92\|0.46\|171.49\|173.38\|168.85\|28799;2026-03-19\|165.72\|-3.04\|167.66\|170.91\|164.38\|32940;2026-03-20\|165.01\|-0.43\|167.58\|169.98\|165.00\|49222;2026-03-23\|156.45\|-5.19\|164.00\|165.08\|155.00\|57246;2026-03-24\|159.09\|1.69\|159.00\|159.15\|154.00\|34645;2026-03-25\|167.77\|5.46\|162.30\|169.69\|161.88\|56805;2026-03-26\|164.00\|-2.25\|165.17\|166.83\|162.21\|38616;2026-03-27\|171.60\|4.63\|164.00\|172.55\|160.39\|55909;2026-03-30\|176.22\|2.69\|167.99\|178.93\|166.08\|69837;2026-03-31\|167.56\|-4.91\|174.50\|175.66\|167.30\|41800;2026-04-01\|172.85\|3.16\|171.88\|174.57\|168.16\|39898;2026-04-02\|166.46\|-3.70\|171.60\|171.60\|164.51\|34449;2026-04-03\|164.26\|-1.32\|168.10\|168.80\|162.80\|24158;2026-04-07\|169.48\|3.18\|167.88\|173.34\|166.42\|31828;2026-04-08\|180.00\|6.21\|177.36\|180.87\|173.36\|51444;2026-04-09\|178.63\|-0.76\|176.00\|184.76\|175.87\|40437;2026-04-10\|184.45\|3.26\|183.00\|188.36\|180.00\|46678;2026-04-13\|183.20\|-0.68\|181.00\|186.80\|180.10\|34208;2026-04-14\|195.13\|6.51\|186.21\|197.91\|183.50\|65135;2026-04-15\|181.99\|-6.73\|199.13\|199.43\|181.32\|65048;2026-04-16\|184.23\|1.23\|182.90\|189.98\|180.30\|61861;2026-04-17\|182.00\|-1.21\|181.00\|185.31\|178.90\|47621;2026-04-20\|181.82\|-0.10\|178.20\|188.28\|176.78\|57637;2026-04-21\|176.80\|-2.76\|181.25\|182.25\|173.72\|52295;2026-04-22\|187.00\|5.77\|176.40\|189.66\|176.40\|76726;2026-04-23\|183.02\|-2.13\|189.00\|190.00\|178.58\|64012;2026-04-24\|179.95\|-1.68\|185.00\|187.95\|179.79\|53523;2026-04-27\|212.00\|17.81\|182.00\|215.94\|180.17\|166136;2026-04-28\|201.50\|-4.95\|206.00\|213.00\|197.00\|106869;2026-04-29\|205.00\|1.74\|201.50\|206.55\|195.10\|94613;2026-04-30\|232.11\|13.22\|198.50\|245.00\|195.69\|167451;2026-05-06\|233.00\|0.38\|232.11\|248.48\|226.40\|132400;2026-05-07\|238.09\|2.18\|229.00\|238.09\|222.22\|94020;2026-05-08\|227.97\|-4.25\|232.00\|236.81\|227.68\|69485;2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|8269615
117513	苹果寻求获准从长鑫存储购买内存芯片	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-03-03\|147.89\|-7.24\|160.06\|160.96\|147.67\|522090;2026-03-04\|150.31\|1.64\|147.00\|154.84\|147.00\|407251;2026-03-05\|152.63\|1.54\|156.51\|156.83\|151.11\|302019;2026-03-06\|151.61\|-0.67\|150.88\|154.68\|150.63\|210908;2026-03-09\|148.18\|-2.26\|145.00\|149.28\|140.83\|365598;2026-03-10\|152.98\|3.24\|152.99\|154.02\|150.86\|305722;2026-03-11\|149.80\|-2.08\|154.09\|154.31\|149.32\|251905;2026-03-12\|147.85\|-1.30\|149.05\|151.09\|146.29\|235286;2026-03-13\|146.50\|-0.91\|146.77\|150.45\|145.24\|265749;2026-03-16\|152.50\|4.10\|147.00\|153.71\|145.40\|409655;2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|83099251
117512	苹果寻求获准从长鑫存储购买内存芯片	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-03-03\|60.01\|-5.94\|63.53\|64.56\|60.00\|27176;2026-03-04\|59.16\|-1.42\|59.49\|60.78\|58.77\|16816;2026-03-05\|59.65\|0.83\|60.58\|61.39\|59.02\|14016;2026-03-06\|59.00\|-1.09\|59.10\|60.50\|58.79\|10391;2026-03-09\|57.41\|-2.69\|57.28\|57.96\|53.81\|33201;2026-03-10\|59.31\|3.31\|57.50\|60.28\|57.50\|18392;2026-03-11\|57.69\|-2.73\|59.99\|60.22\|56.96\|16555;2026-03-12\|55.94\|-3.03\|57.70\|58.30\|55.20\|17149;2026-03-13\|56.76\|1.47\|55.89\|58.96\|55.23\|21894;2026-03-16\|59.55\|4.92\|56.76\|59.69\|56.31\|26866;2026-03-17\|61.45\|3.19\|59.72\|64.31\|58.80\|43435;2026-03-18\|61.09\|-0.59\|61.50\|62.20\|57.86\|29461;2026-03-19\|62.49\|2.29\|59.00\|63.99\|58.78\|31985;2026-03-20\|64.73\|3.58\|62.59\|66.66\|61.04\|36203;2026-03-23\|59.26\|-8.45\|60.73\|64.69\|58.50\|38696;2026-03-24\|61.00\|2.94\|60.20\|63.50\|58.24\|28789;2026-03-25\|62.81\|2.97\|62.23\|66.64\|62.15\|29088;2026-03-26\|59.48\|-5.30\|62.34\|62.79\|59.01\|25762;2026-03-27\|60.27\|1.33\|57.99\|61.00\|56.91\|17034;2026-03-30\|61.12\|1.41\|59.21\|62.40\|58.68\|17816;2026-03-31\|58.10\|-4.94\|60.90\|61.18\|57.71\|19447;2026-04-01\|63.59\|9.45\|59.56\|64.00\|59.10\|23836;2026-04-02\|60.38\|-5.05\|62.32\|63.28\|60.35\|15701;2026-04-03\|62.20\|3.01\|60.87\|63.98\|60.72\|23818;2026-04-07\|61.46\|-1.19\|63.30\|64.16\|60.30\|19010;2026-04-08\|65.84\|7.13\|63.28\|66.49\|62.55\|29203;2026-04-09\|68.81\|4.51\|65.15\|71.10\|65.00\|34338;2026-04-10\|69.09\|0.41\|69.50\|71.09\|66.77\|35555;2026-04-13\|71.00\|2.76\|69.01\|73.00\|68.69\|30007;2026-04-14\|70.66\|-0.48\|70.23\|73.17\|70.10\|34643;2026-04-15\|73.30\|3.74\|70.70\|74.57\|69.07\|33335;2026-04-16\|74.65\|1.84\|73.14\|75.28\|72.39\|25874;2026-04-17\|74.37\|-0.38\|73.66\|76.90\|72.55\|18465;2026-04-20\|71.59\|-3.74\|74.00\|74.34\|70.90\|30078;2026-04-21\|71.67\|0.11\|73.02\|73.44\|71.03\|15432;2026-04-22\|71.96\|0.40\|71.33\|73.00\|70.30\|19559;2026-04-23\|69.40\|-3.56\|72.66\|72.90\|68.10\|30527;2026-04-24\|70.44\|1.50\|67.80\|71.30\|67.80\|18004;2026-04-27\|64.65\|-8.22\|69.80\|71.98\|61.90\|63894;2026-04-28\|68.70\|6.26\|65.56\|71.36\|65.12\|48363;2026-04-29\|69.69\|1.44\|69.49\|72.16\|67.60\|24731;2026-04-30\|70.18\|0.70\|69.65\|71.37\|68.03\|23395;2026-05-06\|71.70\|2.17\|72.00\|73.10\|70.10\|29124;2026-05-07\|72.38\|0.95\|71.90\|73.20\|70.19\|20216;2026-05-08\|70.22\|-2.98\|71.00\|72.95\|69.74\|26270;2026-05-11\|75.05\|6.88\|71.49\|75.90\|71.05\|33078;2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|7647980
117511	苹果寻求获准从长鑫存储购买内存芯片	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-03-03\|15.91\|-4.73\|16.80\|16.90\|15.84\|248160;2026-03-04\|14.74\|-7.35\|15.72\|15.89\|14.60\|449584;2026-03-05\|15.19\|3.05\|14.99\|15.70\|14.81\|355789;2026-03-06\|14.76\|-2.83\|14.99\|15.08\|14.70\|258706;2026-03-09\|14.38\|-2.57\|14.45\|14.47\|14.00\|224236;2026-03-10\|14.62\|1.67\|14.58\|14.78\|14.47\|160042;2026-03-11\|14.50\|-0.82\|14.63\|14.72\|14.41\|170842;2026-03-12\|14.30\|-1.38\|14.44\|14.56\|14.22\|154317;2026-03-13\|14.24\|-0.42\|14.20\|14.48\|14.04\|184736;2026-03-16\|14.29\|0.35\|14.19\|14.34\|14.00\|163787;2026-03-17\|14.01\|-1.96\|14.34\|14.37\|14.01\|116465;2026-03-18\|14.07\|0.43\|14.09\|14.15\|13.90\|121468;2026-03-19\|13.75\|-2.27\|13.89\|13.89\|13.67\|142307;2026-03-20\|13.52\|-1.67\|13.76\|13.94\|13.52\|134485;2026-03-23\|12.90\|-4.59\|13.46\|13.48\|12.70\|187432;2026-03-24\|13.16\|2.02\|13.10\|13.18\|12.82\|120513;2026-03-25\|13.30\|1.06\|13.24\|13.39\|13.16\|117246;2026-03-26\|13.09\|-1.58\|13.25\|13.31\|12.92\|99274;2026-03-27\|13.15\|0.46\|13.01\|13.25\|12.91\|85284;2026-03-30\|13.14\|-0.08\|13.00\|13.21\|12.81\|86420;2026-03-31\|12.96\|-1.37\|13.23\|13.26\|12.95\|97785;2026-04-01\|13.13\|1.31\|13.21\|13.27\|13.01\|94263;2026-04-02\|12.87\|-1.98\|13.13\|13.13\|12.73\|108415;2026-04-03\|12.78\|-0.70\|12.90\|12.98\|12.74\|73820;2026-04-07\|12.95\|1.33\|12.82\|13.08\|12.78\|103467;2026-04-08\|13.44\|3.78\|13.20\|13.47\|13.20\|143762;2026-04-09\|13.06\|-2.83\|13.30\|13.35\|13.05\|138874;2026-04-10\|13.15\|0.69\|13.20\|13.39\|13.13\|107627;2026-04-13\|13.11\|-0.30\|13.12\|13.24\|13.02\|91908;2026-04-14\|13.22\|0.84\|13.24\|13.29\|13.12\|111873;2026-04-15\|13.17\|-0.38\|13.29\|13.37\|13.15\|117891;2026-04-16\|13.29\|0.91\|13.18\|13.33\|13.12\|105150;2026-04-17\|13.45\|1.20\|13.31\|13.49\|13.21\|125611;2026-04-20\|13.51\|0.45\|13.40\|13.63\|13.38\|130914;2026-04-21\|13.27\|-1.78\|13.42\|13.53\|13.22\|128948;2026-04-22\|13.46\|1.43\|13.21\|13.52\|13.21\|127351;2026-04-23\|13.26\|-1.49\|13.43\|13.65\|13.23\|140267;2026-04-24\|13.31\|0.38\|13.26\|13.43\|13.20\|115615;2026-04-27\|13.53\|1.65\|13.33\|13.59\|13.08\|164764;2026-04-28\|13.05\|-3.55\|13.43\|13.60\|12.98\|221163;2026-04-29\|13.28\|1.76\|12.99\|13.33\|12.92\|134812;2026-04-30\|13.79\|3.84\|13.55\|13.89\|13.51\|293345;2026-05-06\|14.01\|1.60\|13.99\|14.54\|13.98\|343270;2026-05-07\|14.10\|0.64\|14.12\|14.21\|13.92\|206327;2026-05-08\|14.50\|2.84\|14.00\|14.67\|13.93\|336958;2026-05-11\|14.68\|1.24\|14.55\|14.85\|14.47\|288053;2026-05-12\|14.56\|-0.82\|14.68\|14.78\|14.38\|226395;2026-05-13\|14.62\|0.41\|14.43\|14.68\|14.27\|286417;2026-05-14\|14.50\|-0.82\|14.65\|14.70\|14.30\|291990;2026-05-15\|14.55\|0.34\|14.51\|15.00\|14.23\|384797;2026-05-18\|14.51\|-0.27\|14.50\|14.75\|14.21\|262701;2026-05-19\|14.96\|3.10\|14.40\|14.99\|14.28\|288012;2026-05-20\|15.39\|2.87\|15.00\|15.55\|14.91\|430506;2026-05-21\|14.57\|-5.33\|15.57\|15.68\|14.50\|447114;2026-05-22\|14.97\|2.75\|14.69\|15.06\|14.45\|335929;2026-05-25\|15.38\|2.74\|14.90\|15.45\|14.65\|362907;2026-05-26\|15.21\|-1.11\|15.56\|15.78\|14.85\|365880;2026-05-27\|15.22\|0.07\|15.09\|15.79\|15.05\|419604;2026-05-28\|15.43\|1.38\|15.10\|15.49\|14.75\|400343;2026-05-29\|14.49\|-6.09\|15.60\|15.96\|14.36\|637810;2026-06-01\|13.88\|-4.21\|14.33\|14.68\|13.85\|392317;2026-06-02\|13.61\|-1.95\|13.88\|14.07\|13.60\|296704;2026-06-03\|13.67\|0.44\|13.62\|14.16\|13.53\|303097;2026-06-04\|13.88\|1.54\|13.51\|14.54\|13.36\|314173;2026-06-05\|13.80\|-0.58\|13.73\|14.20\|13.23\|289280;2026-06-08\|13.08\|-5.22\|13.37\|13.65\|12.92\|297125;2026-06-09\|13.58\|3.82\|13.28\|13.60\|12.99\|278815;2026-06-10\|13.32\|-1.91\|13.40\|13.85\|13.08\|262198;2026-06-11\|13.27\|-0.38\|13.24\|13.50\|12.95\|262601;2026-06-12\|13.29\|0.15\|13.46\|13.93\|13.08\|435319;2026-06-15\|13.96\|5.04\|13.27\|13.98\|13.23\|348311;2026-06-16\|14.07\|0.79\|13.93\|14.13\|13.77\|254959;2026-06-17\|14.52\|3.20\|13.98\|14.66\|13.86\|312146;2026-06-18\|14.37\|-1.03\|14.42\|14.61\|14.28\|279700;2026-06-22\|14.11\|-1.81\|14.39\|14.50\|13.72\|339678;2026-06-23\|14.40\|2.06\|13.97\|14.93\|13.77\|408086;2026-06-24\|15.70\|9.03\|15.11\|16.35\|15.11\|787585;2026-06-25\|15.65\|-0.32\|15.73\|15.80\|15.24\|517866;2026-06-26\|15.50\|-0.96\|15.42\|15.97\|14.80\|512637;2026-06-29\|17.53\|13.10\|15.85\|17.86\|15.51\|1010528;2026-06-30\|21.04\|20.02\|18.06\|21.04\|17.89\|868276;2026-07-01\|25.25\|20.01\|22.50\|25.25\|22.49\|1758041;2026-07-02\|24.46\|-3.13\|24.00\|25.89\|23.58\|1258820;2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|80685694
117510	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：长鑫科技IPO注册获批预示国产存储制造加速，公司作为模拟测试机龙头深度绑定长电科技、通富微电等封测厂；涨停缘由：国产晶圆厂与封测厂同步扩产，测试设备需求刚性增长，华峰测控在模拟/混合信号测试领域市占率超60%；资金逻辑：资金偏好高确定性设备龙头，公司订单可见度高，2026年Q2新签订单同比显著增长；风险提示：测试设备行业受下游资本开支影响大，若晶圆厂扩产放缓将压制设备采购节奏	公司为国内半导体测试机龙头，现已成为国内前三大半导体封测厂商模拟测试领域的主力供应商	2026-03-03\|268.58\|-6.60\|283.97\|291.00\|266.26\|35079;2026-03-04\|265.37\|-1.20\|266.98\|273.99\|263.30\|20911;2026-03-05\|267.00\|0.61\|272.00\|276.99\|265.30\|25980;2026-03-06\|265.71\|-0.48\|265.00\|276.73\|264.00\|16440;2026-03-09\|260.00\|-2.15\|256.00\|262.60\|252.20\|23443;2026-03-10\|264.84\|1.86\|266.40\|269.00\|259.09\|18820;2026-03-11\|257.33\|-2.84\|262.96\|264.80\|254.20\|20572;2026-03-12\|254.29\|-1.18\|256.36\|260.48\|250.58\|16341;2026-03-13\|251.14\|-1.24\|255.06\|259.36\|250.20\|21684;2026-03-16\|265.01\|5.52\|255.00\|266.88\|247.10\|32866;2026-03-17\|267.56\|0.96\|266.30\|276.98\|263.01\|41018;2026-03-18\|269.98\|0.90\|268.18\|274.97\|262.00\|28179;2026-03-19\|266.50\|-1.29\|266.38\|273.65\|259.00\|28742;2026-03-20\|270.00\|1.31\|271.53\|277.75\|267.32\|26655;2026-03-23\|258.97\|-4.09\|266.60\|268.00\|256.11\|23338;2026-03-24\|266.88\|3.05\|263.00\|268.28\|255.02\|24164;2026-03-25\|267.50\|0.23\|270.00\|277.82\|264.01\|21963;2026-03-26\|260.56\|-2.59\|263.63\|266.41\|257.63\|18961;2026-03-27\|268.47\|3.04\|258.21\|273.73\|255.80\|22297;2026-03-30\|282.97\|5.40\|267.66\|285.99\|263.29\|35741;2026-03-31\|262.80\|-7.13\|280.14\|282.10\|261.49\|42395;2026-04-01\|272.30\|3.61\|271.88\|277.77\|267.00\|26901;2026-04-02\|266.00\|-2.31\|270.68\|274.99\|260.20\|19940;2026-04-03\|262.20\|-1.43\|266.73\|271.00\|260.20\|12271;2026-04-07\|261.25\|-0.36\|265.10\|268.91\|259.00\|15726;2026-04-08\|283.43\|8.49\|270.01\|284.88\|270.01\|24281;2026-04-09\|285.15\|0.61\|277.10\|293.98\|276.61\|22179;2026-04-10\|293.03\|2.76\|289.95\|303.20\|286.00\|24474;2026-04-13\|281.77\|-3.84\|290.04\|295.00\|279.13\|22578;2026-04-14\|296.94\|5.38\|284.77\|300.94\|283.80\|25035;2026-04-15\|286.00\|-3.68\|297.52\|299.00\|284.08\|21256;2026-04-16\|299.08\|4.57\|284.57\|302.53\|281.51\|25784;2026-04-17\|305.98\|2.31\|295.00\|306.00\|290.20\|25151;2026-04-20\|294.21\|-3.85\|302.93\|302.93\|289.61\|31058;2026-04-21\|294.20\|-0.00\|293.75\|300.09\|286.58\|22695;2026-04-22\|301.30\|2.41\|294.21\|301.88\|291.02\|22873;2026-04-23\|308.51\|2.39\|301.30\|314.98\|295.09\|35755;2026-04-24\|308.60\|0.03\|318.00\|332.99\|305.00\|51246;2026-04-27\|318.13\|3.09\|310.14\|321.42\|297.03\|40007;2026-04-28\|324.02\|1.85\|319.67\|331.98\|311.00\|30268;2026-04-29\|335.04\|3.40\|313.46\|337.76\|308.60\|41141;2026-04-30\|349.50\|4.32\|335.00\|362.80\|326.30\|39637;2026-05-06\|347.00\|-0.72\|356.49\|373.88\|341.58\|34782;2026-05-07\|350.69\|1.06\|347.01\|354.21\|340.01\|27726;2026-05-08\|339.00\|-3.33\|342.15\|347.00\|337.00\|22978;2026-05-11\|367.55\|8.42\|345.00\|368.98\|339.00\|33838;2026-05-12\|373.60\|1.65\|362.61\|389.00\|356.80\|29660;2026-05-13\|399.27\|6.87\|373.15\|408.00\|359.98\|32940;2026-05-14\|397.00\|-0.57\|400.63\|408.79\|391.66\|21990;2026-05-15\|412.00\|3.78\|398.21\|419.88\|382.30\|30885;2026-05-18\|412.60\|0.15\|407.88\|430.10\|401.01\|27815;2026-05-19\|433.30\|5.02\|411.28\|435.00\|391.68\|28557;2026-05-20\|478.00\|10.32\|428.89\|478.00\|428.00\|31891;2026-05-21\|432.00\|-9.62\|495.00\|499.97\|426.16\|43622;2026-05-22\|449.95\|4.16\|432.00\|453.00\|401.00\|49522;2026-05-25\|462.50\|2.79\|433.00\|477.86\|418.00\|49044;2026-05-26\|442.01\|-4.43\|451.00\|458.00\|432.00\|35802;2026-05-27\|409.33\|-7.39\|435.00\|437.00\|406.66\|41801;2026-05-28\|425.00\|3.83\|413.48\|425.80\|404.97\|32521;2026-05-29\|398.04\|-6.34\|417.35\|423.89\|392.00\|37234;2026-06-01\|377.30\|-5.21\|405.20\|406.06\|373.52\|37693;2026-06-02\|373.46\|-1.02\|382.96\|386.38\|367.79\|35887;2026-06-03\|390.10\|4.46\|376.00\|407.17\|376.00\|42446;2026-06-04\|441.00\|13.05\|388.00\|444.44\|388.00\|48224;2026-06-05\|427.92\|-2.97\|433.00\|443.00\|420.00\|33517;2026-06-08\|437.10\|2.15\|418.00\|445.00\|415.08\|38113;2026-06-09\|463.00\|5.93\|443.00\|468.65\|438.00\|34207;2026-06-10\|467.46\|0.96\|456.00\|480.00\|448.04\|31171;2026-06-11\|315.00\|-0.04\|312.58\|333.00\|304.73\|51903;2026-06-12\|299.98\|-4.77\|327.96\|335.74\|293.92\|83891;2026-06-15\|298.00\|-0.66\|299.00\|309.58\|287.78\|72185;2026-06-16\|316.99\|6.37\|304.98\|323.33\|301.90\|57628;2026-06-17\|363.82\|14.77\|311.00\|375.00\|309.33\|86070;2026-06-18\|375.00\|3.07\|365.00\|378.85\|356.00\|63611;2026-06-22\|407.90\|8.77\|378.02\|417.56\|378.02\|72149;2026-06-23\|424.15\|3.98\|405.00\|442.88\|405.00\|56083;2026-06-24\|439.00\|3.50\|408.01\|448.00\|408.01\|55685;2026-06-25\|454.74\|3.59\|447.98\|465.00\|435.00\|49488;2026-06-26\|469.10\|3.16\|451.00\|475.00\|446.00\|42497;2026-06-29\|531.20\|13.24\|470.50\|539.45\|470.50\|65846;2026-06-30\|525.10\|-1.15\|525.89\|540.00\|495.60\|59975;2026-07-01\|529.85\|0.90\|527.68\|570.00\|507.90\|58334;2026-07-02\|450.00\|-15.07\|499.98\|513.00\|439.00\|89194;2026-07-03\|464.00\|3.11\|448.00\|480.68\|421.07\|80690;2026-07-06\|443.40\|-4.44\|466.00\|474.91\|426.00\|66376;2026-07-07\|463.28\|4.48\|443.50\|483.75\|430.05\|71971;2026-07-08\|498.76\|7.66\|472.55\|529.98\|460.00\|81169;2026-07-09\|543.00\|8.87\|510.00\|544.77\|490.03\|61943;2026-07-10\|505.00\|-7.00\|535.00\|564.65\|501.00\|6245590
117509	苹果寻求获准从长鑫存储购买内存芯片	半导体材料+一季报扭亏+靶材龙头行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司明月湖半导体用高纯材料项目已启动建设，规划2026年第四季度竣工投产，投产后将填补集成电路靶材核心上游原材料供应空白。 2、据2026年5月13日投资者关系活动记录表，公司主营高性能溅射靶材，铜靶、铝靶、钼及钼合金靶等产品已批量运用于京东方、华星光电等主流面板厂商。 3、据2026年4月25日一季报，公司2026年第一季度实现营业收入2.76亿元，同比增长215.86%，归母净利润4068.48万元，同比扭亏为盈。	国内高性能溅射靶材领域技术领先的生产商；公司主营铜靶、铝靶、钼及钼合金靶等溅射靶材	2026-03-03\|36.93\|-6.93\|40.03\|42.66\|36.70\|160258;2026-03-04\|35.32\|-4.36\|35.60\|38.25\|34.80\|139432;2026-03-05\|34.79\|-1.50\|36.00\|36.87\|34.10\|139630;2026-03-06\|33.22\|-4.51\|34.08\|34.72\|33.07\|98611;2026-03-09\|32.67\|-1.66\|32.25\|33.44\|30.50\|121870;2026-03-10\|34.74\|6.34\|34.30\|35.85\|34.00\|122794;2026-03-11\|33.13\|-4.63\|34.91\|36.41\|33.02\|100657;2026-03-12\|34.45\|3.98\|32.90\|34.76\|32.16\|139928;2026-03-13\|32.23\|-6.44\|33.43\|34.44\|32.23\|86959;2026-03-16\|31.75\|-1.49\|32.50\|32.78\|31.20\|85975;2026-03-17\|29.40\|-7.40\|32.10\|32.60\|29.00\|107019;2026-03-18\|29.82\|1.43\|30.30\|30.33\|29.17\|66771;2026-03-19\|28.82\|-3.35\|28.88\|29.43\|28.30\|59122;2026-03-20\|27.82\|-3.47\|29.00\|29.50\|27.66\|58299;2026-03-23\|26.26\|-5.61\|27.61\|27.64\|25.81\|72927;2026-03-24\|28.39\|8.11\|27.17\|28.43\|25.88\|93859;2026-03-25\|30.87\|8.74\|28.98\|33.01\|28.50\|126294;2026-03-26\|29.33\|-4.99\|30.87\|30.87\|29.18\|72343;2026-03-27\|31.40\|7.06\|28.00\|32.56\|28.00\|114019;2026-03-30\|31.42\|0.06\|30.90\|32.04\|30.30\|75079;2026-03-31\|28.89\|-8.05\|31.59\|31.59\|28.65\|96278;2026-04-01\|29.75\|2.98\|30.29\|30.36\|28.80\|63744;2026-04-02\|27.99\|-5.92\|29.16\|29.50\|27.66\|54392;2026-04-03\|28.90\|3.25\|28.40\|30.30\|28.20\|80690;2026-04-07\|28.35\|-1.90\|28.80\|29.80\|28.24\|63912;2026-04-08\|31.33\|10.51\|30.00\|31.88\|29.40\|97433;2026-04-09\|31.79\|1.47\|31.00\|33.50\|30.50\|130892;2026-04-10\|32.03\|0.76\|32.10\|34.13\|32.00\|119262;2026-04-13\|31.33\|-2.19\|31.31\|32.56\|31.03\|91372;2026-04-14\|32.41\|3.45\|31.96\|33.45\|31.44\|103188;2026-04-15\|31.76\|-2.01\|33.00\|33.69\|31.40\|92489;2026-04-16\|31.63\|-0.41\|31.58\|31.99\|30.61\|64353;2026-04-17\|35.75\|13.03\|31.78\|37.96\|31.78\|215539;2026-04-20\|33.50\|-6.29\|34.58\|36.37\|33.33\|175493;2026-04-21\|34.99\|4.45\|33.03\|36.30\|32.20\|165638;2026-04-22\|39.83\|13.83\|35.34\|41.87\|35.00\|186265;2026-04-23\|36.66\|-7.96\|39.39\|40.50\|36.30\|153260;2026-04-24\|38.50\|5.02\|35.62\|40.00\|35.01\|152742;2026-04-27\|46.20\|20.00\|43.61\|46.20\|43.61\|105632;2026-04-28\|54.39\|17.73\|50.00\|55.22\|47.87\|317934;2026-04-29\|49.70\|-8.62\|51.68\|52.24\|47.50\|234230;2026-04-30\|53.20\|7.04\|49.22\|56.34\|47.88\|229876;2026-05-06\|55.49\|4.30\|54.26\|58.32\|52.02\|202125;2026-05-07\|57.20\|3.08\|54.49\|57.96\|53.03\|162747;2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;2026-05-12\|55.22\|-6.90\|58.27\|58.27\|54.50\|151807;2026-05-13\|56.61\|2.52\|54.15\|57.13\|53.10\|116124;2026-05-14\|54.32\|-4.05\|56.35\|57.99\|53.01\|117388;2026-05-15\|54.61\|0.53\|53.31\|56.68\|51.81\|110652;2026-05-18\|54.95\|0.62\|55.35\|55.86\|52.50\|78604;2026-05-19\|57.95\|5.46\|54.49\|57.95\|52.55\|118051;2026-05-20\|55.33\|-4.52\|56.30\|56.77\|54.88\|104290;2026-05-21\|49.50\|-10.54\|55.60\|55.99\|48.89\|116635;2026-05-22\|51.76\|4.57\|49.59\|52.35\|49.40\|89228;2026-05-25\|51.07\|-1.33\|52.00\|52.28\|50.20\|79303;2026-05-26\|48.82\|-4.41\|50.68\|50.68\|47.47\|80950;2026-05-27\|48.51\|-0.64\|49.30\|50.53\|47.98\|59840;2026-05-28\|52.00\|7.19\|47.64\|52.78\|47.61\|89022;2026-05-29\|49.61\|-4.60\|52.07\|52.58\|48.52\|78885;2026-06-01\|47.16\|-4.94\|49.65\|50.68\|47.12\|59897;2026-06-02\|48.61\|3.07\|47.20\|49.98\|46.74\|62394;2026-06-03\|47.60\|-2.08\|48.72\|49.62\|46.71\|73030;2026-06-04\|48.63\|2.16\|46.78\|49.62\|46.73\|63694;2026-06-05\|48.55\|-0.16\|48.01\|49.95\|47.02\|50746;2026-06-08\|45.51\|-6.26\|45.90\|47.58\|44.80\|52738;2026-06-09\|49.30\|8.33\|46.42\|49.50\|46.24\|71602;2026-06-10\|55.88\|13.35\|48.63\|58.13\|48.48\|159323;2026-06-11\|67.06\|20.01\|56.00\|67.06\|56.00\|221319;2026-06-12\|56.68\|-15.48\|68.00\|68.00\|56.10\|242998;2026-06-15\|58.70\|3.56\|56.82\|60.35\|53.37\|165970;2026-06-16\|63.16\|7.60\|57.79\|65.00\|56.81\|182599;2026-06-17\|64.33\|1.85\|60.18\|64.50\|58.88\|151110;2026-06-18\|65.91\|2.46\|62.50\|68.91\|62.50\|146228;2026-06-22\|78.58\|19.22\|71.00\|79.09\|70.96\|181280;2026-06-23\|79.25\|0.85\|77.91\|85.85\|76.09\|181020;2026-06-24\|80.99\|2.20\|80.15\|82.85\|75.85\|165314;2026-06-25\|87.60\|8.16\|80.19\|91.88\|76.50\|177885;2026-06-26\|87.99\|0.45\|85.00\|91.39\|80.82\|154744;2026-06-29\|99.69\|13.30\|87.95\|99.80\|82.51\|172985;2026-06-30\|96.90\|-2.80\|94.70\|103.16\|92.28\|136775;2026-07-01\|88.08\|-9.10\|99.00\|103.84\|88.00\|155738;2026-07-02\|85.10\|-3.38\|81.00\|91.50\|80.05\|121991;2026-07-03\|81.08\|-4.72\|85.36\|88.25\|81.00\|111902;2026-07-06\|80.58\|-0.62\|84.00\|86.50\|77.00\|98662;2026-07-07\|82.03\|1.80\|77.00\|86.58\|77.00\|98386;2026-07-08\|81.25\|-0.95\|82.03\|84.60\|75.58\|99662;2026-07-09\|88.15\|8.49\|83.00\|88.25\|81.18\|124127;2026-07-10\|76.70\|-12.99\|88.16\|91.50\|76.60\|15175710
117508	苹果寻求获准从长鑫存储购买内存芯片	功率半导体提价+SiC模块+GaN 行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月26日互动易，公司于今年3月完成首轮调价，近期已启动第二轮产品涨价，调价涵盖IGBT单管及模块、整流桥和MOSFET器件。 2、据2026年4月30日年报及2026年6月1日互动易，公司自主研发的NCB SiC模块已通过海外主流AI服务器厂商整机认证并实现小批量供货，切入高端算力电源供应链。 3、据2026年5月8日投资者关系活动记录表，子公司宏微爱赛的650V GaN HEMT芯片研发成功，该产品可有效降低功耗，提升数据中心能源效率。	1、公司现有的高压产品提供可供并联使用的大电流IGBT、SiC模块产品用于可控核聚变加热电源和脉冲电源； 2、公司自研GaN 100V/7mΩ芯片已向下游厂商送样，适配人形机器人核心驱动需求	2026-03-03\|30.20\|-9.99\|33.45\|33.84\|29.76\|143726;2026-03-04\|30.07\|-0.43\|29.35\|30.78\|29.23\|69756;2026-03-05\|30.80\|2.43\|30.98\|31.50\|30.41\|71287;2026-03-06\|31.32\|1.69\|30.62\|32.21\|30.38\|72419;2026-03-09\|30.69\|-2.01\|29.98\|30.84\|29.20\|78956;2026-03-10\|32.00\|4.27\|31.27\|32.05\|31.19\|69331;2026-03-11\|31.12\|-2.75\|31.93\|32.98\|31.10\|66347;2026-03-12\|30.88\|-0.77\|31.06\|31.52\|30.10\|54776;2026-03-13\|30.33\|-1.78\|30.02\|30.95\|29.93\|50285;2026-03-16\|30.56\|0.76\|29.83\|30.65\|29.61\|47245;2026-03-17\|28.90\|-5.43\|30.60\|30.80\|28.90\|56717;2026-03-18\|29.32\|1.45\|29.07\|29.42\|28.80\|43299;2026-03-19\|28.23\|-3.72\|28.80\|28.80\|28.00\|55309;2026-03-20\|27.56\|-2.37\|28.35\|28.67\|27.49\|52691;2026-03-23\|25.51\|-7.44\|26.85\|27.41\|25.37\|90493;2026-03-24\|26.80\|5.06\|26.02\|26.90\|25.41\|59865;2026-03-25\|27.03\|0.86\|26.85\|27.68\|26.84\|52865;2026-03-26\|26.25\|-2.89\|27.20\|27.27\|26.15\|36247;2026-03-27\|26.72\|1.79\|25.87\|26.99\|25.86\|33021;2026-03-30\|26.46\|-0.97\|26.34\|26.56\|25.93\|27954;2026-03-31\|26.02\|-1.66\|26.27\|26.76\|26.02\|30836;2026-04-01\|27.00\|3.77\|26.80\|27.08\|26.53\|38722;2026-04-02\|25.82\|-4.37\|27.03\|27.03\|25.58\|40334;2026-04-03\|25.63\|-0.74\|25.82\|26.11\|25.60\|25665;2026-04-07\|25.90\|1.05\|25.80\|26.38\|25.76\|29353;2026-04-08\|27.54\|6.33\|26.76\|27.57\|26.71\|45799;2026-04-09\|27.20\|-1.23\|27.29\|27.77\|27.00\|38854;2026-04-10\|27.41\|0.77\|27.47\|27.96\|27.40\|39575;2026-04-13\|27.47\|0.22\|27.20\|27.81\|27.17\|31114;2026-04-14\|28.00\|1.93\|27.86\|28.56\|27.54\|44993;2026-04-15\|27.45\|-1.96\|28.27\|28.35\|27.32\|40233;2026-04-16\|28.01\|2.04\|27.65\|28.09\|27.50\|34839;2026-04-17\|28.53\|1.86\|28.26\|28.82\|27.87\|43231;2026-04-20\|28.53\|0.00\|28.50\|29.33\|28.23\|45131;2026-04-21\|28.18\|-1.23\|28.50\|28.53\|27.84\|40078;2026-04-22\|28.39\|0.75\|28.13\|28.39\|27.80\|43470;2026-04-23\|27.48\|-3.21\|28.42\|28.68\|27.27\|45745;2026-04-24\|27.61\|0.47\|27.62\|28.17\|27.55\|42920;2026-04-27\|28.17\|2.03\|27.55\|28.33\|27.54\|42592;2026-04-28\|27.32\|-3.02\|28.00\|28.45\|27.30\|54479;2026-04-29\|27.75\|1.57\|27.57\|27.98\|27.17\|40087;2026-04-30\|27.03\|-2.59\|27.50\|27.65\|25.80\|100189;2026-05-06\|27.19\|0.59\|27.20\|28.08\|27.12\|75079;2026-05-07\|28.14\|3.49\|27.25\|28.28\|27.06\|70266;2026-05-08\|28.39\|0.89\|28.28\|28.89\|27.53\|62128;2026-05-11\|30.66\|8.00\|29.50\|30.83\|28.92\|147516;2026-05-12\|30.41\|-0.82\|31.00\|31.40\|30.02\|130115;2026-05-13\|32.66\|7.40\|30.10\|33.05\|29.60\|181470;2026-05-14\|34.44\|5.45\|33.80\|35.96\|33.48\|283455;2026-05-15\|32.42\|-5.87\|34.00\|34.63\|32.07\|203437;2026-05-18\|31.45\|-2.99\|32.01\|32.59\|31.00\|144459;2026-05-19\|34.87\|10.87\|31.50\|34.89\|31.50\|217576;2026-05-20\|35.74\|2.50\|34.53\|36.88\|34.00\|225390;2026-05-21\|32.57\|-8.87\|35.64\|35.64\|32.30\|177006;2026-05-22\|33.55\|3.01\|33.16\|34.50\|32.81\|141270;2026-05-25\|36.94\|10.10\|34.00\|38.25\|33.92\|236182;2026-05-26\|36.17\|-2.08\|36.99\|36.99\|34.80\|176218;2026-05-27\|37.15\|2.71\|37.00\|39.38\|36.22\|254234;2026-05-28\|37.88\|1.97\|36.89\|38.96\|36.01\|190865;2026-05-29\|33.90\|-10.51\|37.55\|37.79\|33.50\|210596;2026-06-01\|32.97\|-2.74\|33.98\|34.77\|32.76\|121859;2026-06-02\|32.30\|-2.03\|32.96\|33.45\|31.56\|114773;2026-06-03\|33.83\|4.74\|33.43\|34.96\|32.23\|159316;2026-06-04\|34.47\|1.89\|34.00\|36.50\|33.83\|159365;2026-06-05\|33.53\|-2.73\|33.10\|35.20\|32.13\|140849;2026-06-08\|29.74\|-11.30\|31.50\|32.74\|29.74\|143027;2026-06-09\|35.69\|20.01\|31.52\|35.69\|31.52\|261921;2026-06-10\|34.10\|-4.46\|34.72\|35.85\|33.58\|203522;2026-06-11\|34.63\|1.55\|33.70\|36.17\|33.50\|218326;2026-06-12\|34.79\|0.46\|35.70\|36.40\|34.16\|187211;2026-06-15\|39.28\|12.91\|35.00\|39.66\|35.00\|220558;2026-06-16\|38.55\|-1.86\|39.88\|41.24\|38.31\|216654;2026-06-17\|39.34\|2.05\|37.97\|40.42\|37.72\|213787;2026-06-18\|40.34\|2.54\|38.99\|41.00\|38.65\|209227;2026-06-22\|38.62\|-4.26\|42.31\|43.00\|37.02\|293300;2026-06-23\|43.95\|13.80\|37.90\|44.88\|37.43\|390402;2026-06-24\|42.42\|-3.48\|42.94\|44.00\|40.48\|312471;2026-06-25\|41.90\|-1.23\|42.50\|42.50\|39.90\|246800;2026-06-26\|39.41\|-5.94\|40.94\|43.20\|38.64\|216513;2026-06-29\|44.70\|13.42\|43.00\|47.29\|42.19\|406810;2026-06-30\|45.45\|1.68\|45.00\|46.05\|42.00\|325151;2026-07-01\|43.96\|-3.28\|46.22\|47.25\|43.03\|285354;2026-07-02\|40.43\|-8.03\|41.00\|43.55\|39.30\|200168;2026-07-03\|37.03\|-8.41\|40.41\|40.77\|36.97\|231942;2026-07-06\|36.00\|-2.78\|37.68\|37.98\|34.81\|149340;2026-07-07\|36.23\|0.64\|35.70\|37.59\|35.38\|166768;2026-07-08\|35.25\|-2.70\|36.60\|37.20\|33.85\|140040;2026-07-09\|36.58\|3.77\|35.70\|36.68\|34.03\|150557;2026-07-10\|33.30\|-8.97\|36.58\|37.87\|33.30\|16882777
117507	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：HBM3量产在即，公司颗粒状环氧塑封料（GMC）已通过长电科技、通富微电验证并小批量供货；涨停缘由：上半年存储涨价仍将持续，GMC材料适配HBM高密度堆叠封装，技术壁垒高，客户认证周期短于传统EMC；资金逻辑：小市值材料细分龙头，4月8日涨停获游资主导，换手率达28.6%，资金博弈HBM产业化提速预期；风险提示：GMC收入占比仍低，量产规模尚未放量，且HBM渗透节奏受制于英伟达下一代GPU发布进度	公司的颗粒状环氧塑封料（GMC)可以用于HBM的封装	2026-03-03\|119.55\|-7.79\|129.00\|130.09\|119.50\|44182;2026-03-04\|118.70\|-0.71\|117.30\|123.43\|117.30\|28978;2026-03-05\|120.40\|1.43\|122.00\|125.98\|119.00\|31428;2026-03-06\|122.57\|1.80\|119.40\|123.86\|118.41\|23471;2026-03-09\|117.50\|-4.14\|117.43\|118.80\|112.33\|34174;2026-03-10\|133.99\|14.03\|121.53\|134.55\|120.12\|72665;2026-03-11\|131.37\|-1.96\|132.98\|136.98\|131.02\|44459;2026-03-12\|130.45\|-0.70\|132.00\|132.88\|127.13\|37067;2026-03-13\|126.30\|-3.18\|127.01\|130.66\|125.15\|28988;2026-03-16\|131.80\|4.35\|126.35\|132.50\|125.03\|42200;2026-03-17\|123.24\|-6.49\|130.51\|130.51\|123.20\|35150;2026-03-18\|130.05\|5.53\|125.88\|132.31\|124.86\|46947;2026-03-19\|131.50\|1.11\|126.75\|135.81\|126.20\|60762;2026-03-20\|123.00\|-6.46\|133.05\|135.00\|122.59\|55191;2026-03-23\|113.99\|-7.33\|118.00\|119.80\|112.80\|41119;2026-03-24\|112.89\|-0.96\|116.70\|116.79\|108.00\|32273;2026-03-25\|115.20\|2.05\|113.97\|119.49\|113.97\|30173;2026-03-26\|106.80\|-7.29\|113.50\|113.50\|106.00\|38720;2026-03-27\|109.00\|2.06\|103.48\|109.88\|101.11\|25416;2026-03-30\|108.97\|-0.03\|106.97\|110.88\|105.25\|21203;2026-03-31\|103.71\|-4.83\|106.50\|107.39\|103.30\|21291;2026-04-01\|107.98\|4.12\|106.98\|110.20\|105.09\|24386;2026-04-02\|103.60\|-4.06\|108.17\|109.43\|102.80\|19460;2026-04-03\|102.84\|-0.73\|104.00\|105.10\|102.54\|15796;2026-04-07\|105.81\|2.89\|104.88\|107.56\|103.00\|17335;2026-04-08\|120.00\|13.41\|110.80\|120.35\|108.88\|43888;2026-04-09\|119.06\|-0.78\|118.00\|122.60\|117.41\|27760;2026-04-10\|120.00\|0.79\|121.19\|123.49\|119.64\|26566;2026-04-13\|119.21\|-0.66\|119.51\|122.58\|118.01\|21764;2026-04-14\|123.25\|3.39\|121.08\|125.00\|120.03\|32399;2026-04-15\|124.10\|0.69\|125.06\|127.69\|122.32\|36205;2026-04-16\|125.30\|0.97\|124.48\|127.40\|123.00\|26350;2026-04-17\|125.65\|0.28\|124.37\|125.85\|122.02\|31371;2026-04-20\|125.95\|0.24\|124.00\|129.50\|123.78\|27453;2026-04-21\|126.10\|0.12\|124.13\|127.36\|122.69\|20288;2026-04-22\|127.40\|1.03\|124.75\|127.40\|124.00\|26286;2026-04-23\|121.18\|-4.88\|129.83\|129.90\|121.18\|37746;2026-04-24\|119.53\|-1.36\|119.00\|123.50\|118.00\|43688;2026-04-27\|129.40\|8.26\|119.01\|133.00\|119.01\|65859;2026-04-28\|128.30\|-0.85\|129.93\|133.20\|127.00\|46669;2026-04-29\|131.00\|2.10\|128.20\|133.33\|125.00\|43792;2026-04-30\|90.53\|2.26\|89.99\|92.50\|86.68\|87118;2026-05-06\|95.77\|5.79\|93.20\|99.25\|93.20\|96916;2026-05-07\|100.92\|5.38\|96.06\|102.52\|95.90\|85114;2026-05-08\|100.50\|-0.42\|98.23\|103.33\|97.31\|77142;2026-05-11\|106.30\|5.77\|104.60\|108.69\|99.21\|105632;2026-05-12\|107.32\|0.96\|104.00\|108.30\|102.62\|84768;2026-05-13\|117.54\|9.52\|104.98\|118.30\|104.10\|106769;2026-05-14\|115.83\|-1.45\|120.90\|125.40\|115.79\|156064;2026-05-15\|133.77\|15.49\|122.34\|139.00\|117.50\|193422;2026-05-18\|137.32\|2.65\|136.17\|148.00\|132.83\|188129;2026-05-19\|142.00\|3.41\|136.37\|142.00\|131.50\|135288;2026-05-20\|141.28\|-0.51\|138.88\|147.37\|138.84\|134242;2026-05-21\|135.17\|-4.32\|141.47\|145.60\|134.00\|150134;2026-05-22\|134.00\|-0.87\|135.24\|136.50\|127.66\|116834;2026-05-25\|137.00\|2.24\|127.33\|140.12\|121.50\|151915;2026-05-26\|136.80\|-0.15\|137.00\|144.87\|131.23\|130785;2026-05-27\|126.21\|-7.74\|141.00\|141.20\|125.00\|119809;2026-05-28\|129.03\|2.23\|126.07\|131.77\|123.08\|89113;2026-05-29\|120.19\|-6.85\|130.56\|132.13\|119.39\|95254;2026-06-01\|114.15\|-5.03\|120.19\|124.00\|113.88\|82648;2026-06-02\|112.77\|-1.21\|115.26\|116.00\|110.60\|76417;2026-06-03\|115.44\|2.37\|112.97\|121.36\|112.97\|87546;2026-06-04\|118.74\|2.86\|112.96\|122.16\|111.89\|88377;2026-06-05\|114.80\|-3.32\|115.27\|119.45\|113.52\|67210;2026-06-08\|107.82\|-6.08\|107.49\|112.53\|106.21\|64759;2026-06-09\|114.12\|5.84\|111.00\|116.79\|109.10\|70614;2026-06-10\|125.93\|10.35\|112.00\|131.01\|112.00\|136887;2026-06-11\|131.20\|4.18\|124.43\|132.97\|123.38\|145117;2026-06-12\|119.04\|-9.27\|133.89\|135.96\|117.90\|158936;2026-06-15\|124.17\|4.31\|121.74\|124.44\|115.22\|104663;2026-06-16\|125.74\|1.26\|123.00\|127.17\|122.00\|99385;2026-06-17\|133.97\|6.55\|122.00\|134.44\|121.06\|125446;2026-06-18\|152.90\|14.13\|129.97\|155.00\|129.97\|165154;2026-06-22\|153.52\|0.41\|151.38\|159.58\|146.01\|174212;2026-06-23\|138.09\|-10.05\|148.00\|148.00\|135.08\|166596;2026-06-24\|147.47\|6.79\|137.54\|148.88\|132.00\|144810;2026-06-25\|148.50\|0.70\|152.00\|158.28\|146.05\|141819;2026-06-26\|163.91\|10.38\|145.86\|170.00\|143.08\|180764;2026-06-29\|186.01\|13.48\|169.10\|188.35\|157.50\|197557;2026-06-30\|187.00\|0.53\|178.00\|194.99\|171.68\|151489;2026-07-01\|179.30\|-4.12\|184.00\|199.99\|176.00\|152530;2026-07-02\|174.18\|-2.86\|169.50\|193.00\|169.00\|158799;2026-07-03\|160.46\|-7.88\|170.01\|176.93\|157.00\|150893;2026-07-06\|162.29\|1.14\|166.56\|168.00\|151.80\|121341;2026-07-07\|159.24\|-1.88\|157.66\|166.66\|157.66\|95319;2026-07-08\|157.00\|-1.41\|159.80\|164.56\|145.45\|103594;2026-07-09\|179.20\|14.14\|161.95\|179.91\|158.55\|142358;2026-07-10\|169.59\|-5.36\|176.00\|192.66\|169.00\|15973398
117506	苹果寻求获准从长鑫存储购买内存芯片	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-03-03\|54.90\|-11.27\|61.00\|61.80\|54.37\|85026;2026-03-04\|54.26\|-1.17\|54.70\|57.26\|54.00\|59007;2026-03-05\|55.66\|2.58\|56.00\|57.55\|54.78\|52147;2026-03-06\|54.35\|-2.35\|55.00\|56.00\|53.28\|73502;2026-03-09\|52.00\|-4.32\|52.88\|52.88\|50.33\|64949;2026-03-10\|52.60\|1.15\|53.61\|53.93\|51.50\|60416;2026-03-11\|51.81\|-1.50\|52.99\|54.60\|51.73\|52479;2026-03-12\|50.80\|-1.95\|51.60\|52.20\|49.96\|56017;2026-03-13\|50.40\|-0.79\|50.88\|51.67\|49.50\|45662;2026-03-16\|51.92\|3.02\|50.46\|51.98\|48.50\|57134;2026-03-17\|50.02\|-3.66\|51.81\|51.90\|49.38\|65231;2026-03-18\|50.82\|1.60\|50.58\|51.33\|49.52\|29979;2026-03-19\|47.89\|-5.77\|49.80\|50.15\|47.60\|55001;2026-03-20\|46.76\|-2.36\|48.49\|48.80\|46.61\|49997;2026-03-23\|44.32\|-5.22\|45.60\|46.20\|44.00\|50567;2026-03-24\|45.49\|2.64\|45.43\|45.60\|43.24\|41632;2026-03-25\|47.08\|3.50\|46.20\|48.38\|45.82\|49432;2026-03-26\|46.10\|-2.08\|47.00\|47.05\|45.55\|27134;2026-03-27\|47.43\|2.88\|45.14\|47.66\|44.90\|35480;2026-03-30\|47.85\|0.89\|47.18\|48.71\|46.40\|39587;2026-03-31\|45.66\|-4.58\|47.50\|47.77\|45.54\|35082;2026-04-01\|46.60\|2.06\|47.55\|47.83\|46.28\|34101;2026-04-02\|44.59\|-4.31\|46.80\|46.88\|44.38\|34260;2026-04-03\|44.99\|0.90\|44.90\|45.84\|44.60\|29958;2026-04-07\|44.70\|-0.64\|45.58\|46.17\|44.60\|23234;2026-04-08\|49.20\|10.07\|46.05\|49.45\|45.60\|73252;2026-04-09\|48.45\|-1.52\|48.00\|49.21\|47.91\|36736;2026-04-10\|48.99\|1.11\|49.68\|50.25\|48.75\|49296;2026-04-13\|49.52\|1.08\|48.50\|50.19\|48.37\|49400;2026-04-14\|50.56\|2.10\|50.60\|51.77\|50.15\|56897;2026-04-15\|52.08\|3.01\|51.00\|54.34\|50.51\|88632;2026-04-16\|52.25\|0.33\|52.33\|53.15\|51.10\|52114;2026-04-17\|51.80\|-0.86\|51.92\|52.68\|51.33\|41353;2026-04-20\|52.71\|1.76\|51.90\|53.56\|51.09\|53267;2026-04-21\|53.01\|0.57\|52.27\|53.76\|50.83\|51907;2026-04-22\|52.60\|-0.77\|53.00\|53.73\|51.90\|49882;2026-04-23\|51.50\|-2.09\|53.20\|53.81\|50.96\|44965;2026-04-24\|51.56\|0.12\|51.00\|53.68\|51.00\|59980;2026-04-27\|54.11\|4.95\|51.51\|55.70\|51.51\|100791;2026-04-28\|52.91\|-2.22\|53.86\|55.51\|52.78\|78317;2026-04-29\|52.05\|-1.63\|52.78\|52.93\|51.25\|67897;2026-04-30\|54.89\|5.46\|52.18\|55.49\|52.00\|99984;2026-05-06\|55.16\|0.49\|56.00\|58.46\|54.70\|113981;2026-05-07\|59.00\|6.96\|55.80\|59.87\|55.40\|111732;2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|18396295
117505	苹果寻求获准从长鑫存储购买内存芯片	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-03-03\|23.40\|-6.40\|24.95\|25.20\|23.32\|123053;2026-03-04\|23.45\|0.21\|23.07\|23.71\|23.07\|48494;2026-03-05\|23.80\|1.49\|23.96\|24.24\|23.70\|55434;2026-03-06\|23.95\|0.63\|23.56\|24.13\|23.53\|38224;2026-03-09\|23.67\|-1.17\|23.45\|23.82\|23.14\|58129;2026-03-10\|24.19\|2.20\|24.10\|24.30\|23.93\|50720;2026-03-11\|24.01\|-0.74\|24.35\|24.42\|24.00\|54008;2026-03-12\|23.46\|-2.29\|24.00\|24.05\|23.37\|64213;2026-03-13\|23.33\|-0.55\|23.43\|23.74\|23.16\|54608;2026-03-16\|23.90\|2.44\|23.33\|23.90\|23.15\|56978;2026-03-17\|23.69\|-0.88\|23.98\|24.16\|23.67\|50984;2026-03-18\|24.27\|2.45\|23.66\|24.46\|23.66\|74115;2026-03-19\|23.61\|-2.72\|23.93\|24.10\|23.51\|54748;2026-03-20\|22.83\|-3.30\|23.65\|23.80\|22.77\|72923;2026-03-23\|21.15\|-7.36\|22.25\|22.32\|21.12\|91582;2026-03-24\|21.65\|2.36\|21.50\|21.66\|20.92\|48515;2026-03-25\|22.05\|1.85\|21.80\|22.35\|21.80\|48841;2026-03-26\|21.40\|-2.95\|22.21\|22.21\|21.39\|39372;2026-03-27\|21.61\|0.98\|21.00\|21.75\|20.98\|33489;2026-03-30\|21.39\|-1.02\|21.36\|21.60\|21.06\|36709;2026-03-31\|21.12\|-1.26\|21.40\|21.56\|21.06\|27911;2026-04-01\|21.64\|2.46\|21.54\|21.79\|21.30\|36147;2026-04-02\|21.24\|-1.85\|21.76\|21.77\|21.18\|28726;2026-04-03\|21.13\|-0.52\|21.25\|21.39\|21.10\|29887;2026-04-07\|21.18\|0.24\|21.15\|21.56\|21.15\|28590;2026-04-08\|22.23\|4.96\|21.74\|22.23\|21.70\|60695;2026-04-09\|21.87\|-1.62\|22.03\|22.13\|21.80\|30605;2026-04-10\|21.91\|0.18\|22.01\|22.29\|21.88\|35680;2026-04-13\|21.98\|0.32\|21.73\|22.08\|21.64\|27641;2026-04-14\|22.37\|1.77\|22.14\|22.50\|22.09\|54732;2026-04-15\|22.57\|0.89\|22.46\|23.04\|22.38\|67082;2026-04-16\|22.53\|-0.18\|22.58\|22.65\|22.38\|38360;2026-04-17\|22.65\|0.53\|22.38\|22.92\|22.38\|51389;2026-04-20\|23.37\|3.18\|22.66\|23.92\|22.52\|89497;2026-04-21\|22.47\|-3.85\|22.90\|23.16\|22.41\|71196;2026-04-22\|22.83\|1.60\|22.39\|22.84\|22.28\|45703;2026-04-23\|22.91\|0.35\|22.87\|23.52\|22.63\|73696;2026-04-24\|22.92\|0.04\|22.87\|23.24\|22.65\|53599;2026-04-27\|23.32\|1.75\|22.93\|23.49\|22.93\|68207;2026-04-28\|22.24\|-4.63\|22.93\|23.19\|22.04\|170009;2026-04-29\|22.39\|0.67\|22.04\|22.53\|21.92\|87749;2026-04-30\|23.70\|5.85\|22.32\|24.10\|22.23\|179930;2026-05-06\|26.71\|12.70\|24.36\|28.00\|24.25\|409404;2026-05-07\|27.55\|3.14\|26.46\|28.00\|26.46\|267219;2026-05-08\|30.66\|11.29\|27.20\|31.24\|26.86\|470939;2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|32847148

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason